DUK icon

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 %
AWM
1326
Accel Wealth Management
Iowa
$387K +$16.5K +165 +4%
AIP
1327
Almanack Investment Partners
Pennsylvania
$386K
AWAU
1328
Alliance Wealth Advisors (Utah)
Utah
$386K +$21.3K +213 +6%
AC
1329
AlphaCore Capital
California
$386K +$4.31K +43 +1%
APWA
1330
Atlas Private Wealth Advisors
New Jersey
$384K +$384K +3,836 New
TAM
1331
Tucker Asset Management
Colorado
$384K -$77.7K -775 -17%
DWM
1332
Destination Wealth Management
California
$384K -$10.4K -104 -3%
CG
1333
CFO4Life Group
Texas
$382K +$35.2K +351 +10%
RT
1334
Rockland Trust
Massachusetts
$381K +$61.2K +611 +19%
FA
1335
FDx Advisors
Illinois
$378K -$80.8K -805 -18%
PIMG
1336
Patriot Investment Management Group
Tennessee
$378K -$4.81K -48 -1%
SIM
1337
Sentry Investment Management
Wisconsin
$377K +$377K +3,764 New
PA
1338
PFG Advisors
Arizona
$376K -$10.7K -107 -3%
WA
1339
Waddell & Associates
Tennessee
$376K +$9.92K +99 +3%
BAAM
1340
Baker Avenue Asset Management
California
$376K +$376K +3,751 New
PWMG
1341
Pinnacle Wealth Management Group
Michigan
$376K +$2.71K +27 +0.7%
MIC
1342
Meridian Investment Counsel
California
$375K +$45.1K +450 +14%
BCMLT
1343
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K +$21.7K +216 +6%
AF
1344
Aldebaran Financial
$373K
RMCM
1345
Reynders McVeigh Capital Management
Massachusetts
$373K
WKSWA
1346
White Knight Strategic Wealth Advisors
New Jersey
$372K
GP
1347
Girard Partners
Pennsylvania
$372K -$56.9K -568 -13%
SIA
1348
Soltis Investment Advisors
Utah
$371K -$6.41M -63,927 -95%
GSEP
1349
Golden State Equity Partners
California
$369K +$369K +3,684 New
LAS
1350
Lloyd Advisory Services
Georgia
$369K +$369K +3,681 New