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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 %
TVM
1176
True Vision MN
Minnesota
$518K -$702 -7 -0.1%
FDDB
1177
Fidelity D&D Bancorp
Pennsylvania
$518K
XF
1178
XML Financial
Maryland
$517K -$117K -1,171 -18%
WDA
1179
Wendell David Associates
New Hampshire
$515K
GWAG
1180
Garrett Wealth Advisory Group
Texas
$513K +$5.21K +52 +1%
OWA
1181
Octavia Wealth Advisors
Ohio
$513K +$101K +1,012 +25%
BFA
1182
Bill Few Associates
Pennsylvania
$509K -$601 -6 -0.1%
GWM
1183
Gray Wealth Management
Maine
$508K +$29.3K +292 +6%
HI
1184
Hendershot Investments
Virginia
$507K +$7.42K +74 +1%
AIM
1185
Aspen Investment Management
Michigan
$507K -$17.5K -175 -3%
CI
1186
Conning Inc
Connecticut
$506K +$28.3K +282 +6%
CHA
1187
Carmichael Hill & Associates
Maryland
$506K +$802 +8 +0.2%
AAIM
1188
Asset Advisors Investment Management
Georgia
$506K +$506K +5,044 New
KC
1189
Kingfisher Capital
North Carolina
$504K +$801 +8 +0.2%
WIC
1190
Wilkins Investment Counsel
Massachusetts
$504K -$12K -120 -2%
NAG
1191
Northstar Advisory Group
New Jersey
$503K +$266K +2,654 +112%
TSS
1192
Two Sigma Securities
New York
$502K -$692K -6,906 -58%
PP
1193
PrairieView Partners
Minnesota
$501K +$501K +5,000 New
AFA
1194
AA Financial Advisors
Ohio
$499K +$70.5K +703 +16%
KFA
1195
Krane Funds Advisors
New York
$499K -$13.7K -137 -3%
SLG
1196
Stanley-Laman Group
Pennsylvania
$498K +$88.9K +1,097 +22%
PWMAG
1197
Pinnacle Wealth Management Advisory Group
New Jersey
$497K +$91.5K +913 +23%
FFBTD
1198
First Financial Bank - Trust Division
Ohio
$497K -$124K -1,234 -20%
HWA
1199
HHM Wealth Advisors
Tennessee
$495K +$207K +2,065 +72%
BHWM
1200
Bar Harbor Wealth Management
New Hampshire
$494K +$42K +419 +9%