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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 %
MA
1376
MKT Advisors
California
$355K +$505 +5 +0.1%
CWP
1377
Cyndeo Wealth Partners
Florida
$354K -$1.1K -11 -0.3%
DLA
1378
Douglas Lane & Associates
New York
$354K -$80.6K -804 -19%
VFP
1379
Verus Financial Partners
Virginia
$352K +$301 +3 +0.1%
CT
1380
Clearstead Trust
Maine
$352K
PPWP
1381
Premier Path Wealth Partners
New Jersey
$351K +$39.6K +395 +13%
KWMG
1382
King Wealth Management Group
Florida
$350K -$11.6K -116 -3%
PIAS
1383
PCA Investment Advisory Services
Ohio
$349K
MIC
1384
Means Investment Company
Maine
$348K -$32.2K -321 -8%
FCFC
1385
First Citizens Financial Corp
Iowa
$347K -$30.9K -308 -8%
DSC
1386
Duncker Streett & Co
Missouri
$347K
FRA
1387
Front Row Advisors
California
$346K
PHWM
1388
Pine Harbor Wealth Management
Maryland
$346K +$20K +200 +6%
NPF
1389
Norris Perne & French
Michigan
$346K -$63.9K -638 -16%
SFP
1390
Sandbox Financial Partners
Maryland
$345K +$5.31K +53 +2%
BC
1391
Burney Company
Virginia
$344K -$9.42K -94 -3%
SMA
1392
Sage Mountain Advisors
Georgia
$344K +$30.9K +308 +10%
TPWA
1393
TRUE Private Wealth Advisors
Oregon
$341K -$20.6K -206 -6%
BMC
1394
Beaton Management Company
Massachusetts
$341K -$100 -1 -0%
AC
1395
Abbrea Capital
California
$340K +$10.5K +105 +3%
CIM
1396
CIM Investment Management
Pennsylvania
$340K -$3.41K -34 -1%
KAS
1397
KPP Advisory Services
Kentucky
$339K +$28.1K +280 +9%
PG
1398
Prostatis Group
Maryland
$338K -$69.1K -689 -17%
QC
1399
Quent Capital
New York
$338K -$72.8K -726 -18%
PWLP
1400
Prio Wealth Limited Partnership
Massachusetts
$338K