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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 %
SWM
1101
SeaCrest Wealth Management
New York
$611K +$9.82K +98 +2%
W
1102
Wealthquest
Ohio
$611K
KA
1103
KLCM Advisors
Wisconsin
$608K +$88.4K +882 +17%
HBT
1104
Hills Bank & Trust
Iowa
$605K
ACGA
1105
Atlanta Consulting Group Advisors
Georgia
$602K -$52.4K -523 -8%
SACTSONJ
1106
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$601K
BFS
1107
Bard Financial Services
Connecticut
$598K -$5.51K -55 -0.9%
SWM
1108
Stockman Wealth Management
Montana
$597K +$4.01K +40 +0.7%
LIM
1109
Longfellow Investment Management
Massachusetts
$597K +$4.11K +41 +0.7%
CBB
1110
Citizens Business Bank
California
$593K -$2M -19,951 -77%
GEA
1111
Glen Eagle Advisors
New Jersey
$593K +$21.8K +217 +4%
GIA
1112
Gladstone Institutional Advisory
Florida
$591K +$27.9K +278 +5%
GIA
1113
Guyasuta Investment Advisors
Pennsylvania
$591K
APIM
1114
Agate Pass Investment Management
Washington
$591K -$45.1K -450 -7%
CSIC
1115
Clifford Swan Investment Counsel
California
$590K
IBOK
1116
Independence Bank of Kentucky
Kentucky
$589K -$10K -100 -2%
TC
1117
Trilogy Capital
California
$585K +$8.12K +81 +1%
FIM
1118
Fruth Investment Management
Texas
$583K -$34K -339 -6%
LFA
1119
Legacy Financial Advisors
Kentucky
$582K +$23.9K +238 +4%
KCIC
1120
Kuhn & Co Investment Counsel
Illinois
$581K
TFS
1121
Thoroughbred Financial Services
Tennessee
$580K +$580K +5,795 New
NB
1122
NBT Bank
New York
$580K -$9.82K -98 -2%
GBT
1123
Grove Bank & Trust
Florida
$579K -$40.3K -402 -7%
LF
1124
LifePlan Financial
Minnesota
$579K +$27.5K +274 +5%
GB
1125
Goepper Burkhardt
South Carolina
$578K