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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 %
PAMG
1201
Patton Albertson Miller Group
Tennessee
$493K -$13K -130 -3%
FSA
1202
Financial Security Advisor
Virginia
$492K +$6.72K +67 +1%
WAM
1203
Walker Asset Management
Missouri
$492K +$3.91K +39 +0.8%
SFI
1204
Siemens Fonds Invest
Germany
$489K -$1.77M -17,625 -78%
ST
1205
Spinnaker Trust
Maine
$486K
RGC
1206
Roberts, Glore & Co
Illinois
$485K
CL
1207
CSS LLC
Illinois
$484K +$484K +4,826 New
AF
1208
Advisornet Financial
Minnesota
$483K +$113K +1,123 +30%
RC
1209
Roundview Capital
New Jersey
$483K +$3.71K +37 +0.8%
TWP
1210
Tyche Wealth Partners
Texas
$482K -$2.51K -25 -0.5%
WFM
1211
Wolff Financial Management
Michigan
$482K
GL
1212
Graypoint LLC
New York
$482K +$50.7K +506 +12%
SC
1213
Syon Capital
California
$481K +$20.9K +209 +5%
PWM
1214
PBMares Wealth Management
Virginia
$481K
ES
1215
Eagle Strategies
New York
$481K -$115K -1,147 -19%
HIS
1216
Horizon Investment Services
Indiana
$480K -$2.91K -29 -0.6%
OFG
1217
OmniStar Financial Group
North Carolina
$479K -$24.6K -245 -5%
FAM
1218
Flaharty Asset Management
Florida
$477K -$33.6K -335 -7%
FBB
1219
Fulton Breakefield Broenniman
Maryland
$477K -$3.21K -32 -0.7%
TIA
1220
Traphagen Investment Advisors
New Jersey
$477K +$18.2K +182 +4%
Members Trust
1221
Members Trust
Florida
$476K -$25.7K -256 -5%
WTC
1222
WhitTier Trust Company
Nevada
$476K -$105K -1,045 -18%
NPFS
1223
Novak & Powell Financial Services
Florida
$472K -$9.92K -99 -2%
MCWS
1224
McKinley Carter Wealth Services
West Virginia
$469K +$1K +10 +0.2%
WI
1225
WrapManager Inc
California
$468K -$77.7K -775 -14%