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Duke Energy

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
28.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
1076
Cross Staff Investments
New York
$646K
WPC
1077
Waters Parkerson & Co
Louisiana
$646K
HL
1078
HeadInvest LLC
Maine
$646K
BJL
1079
Brighton Jones LLC
Washington
$645K -$22.6K -225 -3%
WMA
1080
Wealth Management Associates
New Jersey
$643K
LSPW
1081
Lake Street Private Wealth
Illinois
$641K -$15K -150 -2%
RVPG
1082
Relative Value Partners Group
$641K +$641K +6,399 New
KFA
1083
Kapstone Financial Advisors
Ohio
$641K -$4.41K -44 -0.7%
FMB
1084
Field & Main Bank
Kentucky
$640K +$56.9K +568 +10%
DP
1085
Dearborn Partners
Illinois
$636K -$5.11K -51 -0.8%
BONH
1086
Bank of New Hampshire
New Hampshire
$633K
Edgewood Management
1087
Edgewood Management
Connecticut
$632K
NP
1088
NorthRock Partners
Minnesota
$630K -$15.2K -152 -2%
CW
1089
CreativeOne Wealth
Kansas
$627K -$316K -3,145 -33%
PA
1090
PSI Advisors
Florida
$627K -$2.41K -24 -0.4%
CAM
1091
Carret Asset Management
New York
$625K
VWA
1092
Visionary Wealth Advisors
Illinois
$623K +$20.9K +209 +3%
LSAG
1093
Lake Street Advisors Group
New Hampshire
$622K -$16.8K -168 -3%
VVP
1094
Venture Visionary Partners
Ohio
$622K +$15.6K +156 +3%
CCA
1095
Cobblestone Capital Advisors
New York
$622K -$56.4K -563 -8%
LMKC
1096
L.M. Kohn & Company
Ohio
$620K +$12.5K +125 +2%
MGIA
1097
Moneta Group Investment Advisors
Missouri
$618K +$14.1K +141 +2%
CIC
1098
Carnegie Investment Counsel
Ohio
$614K -$133K -1,331 -18%
WI
1099
Wintrust Investments
Illinois
$613K +$25.7K +256 +4%
MW
1100
MBL Wealth
North Carolina
$612K +$3.01K +30 +0.5%