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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 %
PWAM
1251
Pinnacle West Asset Management
Wyoming
$444K +$9.03K +90 +2%
RWM
1252
Revisor Wealth Management
Ohio
$442K -$144K -1,437 -25%
EWA
1253
ERTS Wealth Advisors
Michigan
$442K -$7.22K -72 -2%
GIM
1254
Guardian Investment Management
California
$441K -$105K -1,050 -19%
BFIM
1255
Beese Fulmer Investment Management
Ohio
$441K -$1.5K -15 -0.3%
FWCM
1256
Ferguson Wellman Capital Management
Oregon
$440K +$95K +948 +28%
C
1257
CEDRUS
Colorado
$437K +$7.92K +79 +2%
CFP
1258
Catalyst Financial Partners
Massachusetts
$436K +$23.1K +230 +6%
AIC
1259
Argus Investors Counsel
New York
$435K
RFA
1260
Rollins Financial Advisors
New York
$435K -$41.8K -417 -9%
CB
1261
Centennial Bank
Arkansas
$434K -$200 -2 -0%
TA
1262
TFG Advisers
Michigan
$434K +$54K +539 +14%
AWM
1263
Accurate Wealth Management
Florida
$433K -$30.1K -286 -7%
SGK
1264
Steigerwald Gordon & Koch
Virginia
$432K -$16.8K -168 -4%
BFM
1265
Boston Financial Management
Massachusetts
$432K +$63.8K +637 +17%
BFC
1266
Blue Fin Capital
Rhode Island
$431K
PCMF
1267
Private Capital Management (Florida)
Florida
$429K -$720K -7,184 -63%
GAMC
1268
Garner Asset Management Corp
Texas
$429K +$20.3K +203 +5%
CGL
1269
Clarius Group LLC
Washington
$429K +$1K +10 +0.2%
DWT
1270
Dorsey & Whitney Trust
South Dakota
$427K -$44K -439 -9%
PCM
1271
Princeton Capital Management
New Jersey
$427K -$67.1K -670 -14%
MAG
1272
Mayfair Advisory Group
Alabama
$426K +$15.3K +145 +4%
OCM
1273
One Capital Management
California
$426K +$426K +4,249 New
AGC
1274
Aspen Grove Capital
Colorado
$424K
BWP
1275
Balboa Wealth Partners
Arizona
$423K +$43.8K +437 +12%