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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 %
BWM
1126
BCGM Wealth Management
Indiana
$577K +$1.2K +12 +0.2%
FCP
1127
Fidelis Capital Partners
Florida
$577K -$76.7K -676 -12%
PSB
1128
Passumpsic Savings Bank
Vermont
$575K +$575K +5,735 New
MMG
1129
Monetary Management Group
Missouri
$575K
SSB
1130
Sandy Spring Bank
Maryland
$574K -$42.9K -428 -7%
PCS
1131
Personal CFO Solutions
New Jersey
$573K +$5.11K +51 +0.9%
GWM
1132
GSB Wealth Management
Connecticut
$572K -$15K -150 -3%
FMP
1133
Financial Management Professionals
Texas
$571K -$136K -1,362 -19%
AFP
1134
Ausdal Financial Partners
Iowa
$570K -$21.1K -211 -4%
ABC
1135
Associated Banc-Corp
Wisconsin
$569K +$30K +299 +6%
CWM
1136
Congress Wealth Management
Massachusetts
$568K +$568K +5,669 New
CFSG
1137
Community Financial Services Group
Vermont
$568K -$140K -1,399 -20%
MWA
1138
Midland Wealth Advisors
Illinois
$567K +$73K +728 +15%
BIM
1139
Bridges Investment Management
Nebraska
$567K +$323K +3,226 +133%
Fisher Asset Management
1140
Fisher Asset Management
Washington
$566K +$58.8K +587 +12%
IAS
1141
Investment Advisory Services
Texas
$565K -$39.2K -391 -6%
PA
1142
Probity Advisors
Texas
$565K +$85K +848 +18%
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$564K -$6.62K -66 -1%
WSC
1144
Wellington Shields & Co
New York
$564K +$702 +7 +0.1%
EGA
1145
E&G Advisors
Texas
$561K
PCM
1146
Parsons Capital Management
Rhode Island
$560K
CAM
1147
Centre Asset Management
New York
$560K -$187K -1,868 -25%
CFS
1148
Cannon Financial Strategists
Georgia
$557K -$177K -1,768 -24%
BHC
1149
Bowen Hanes & Co
Florida
$556K
PVM
1150
Palogic Value Management
Texas
$555K