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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 %
CFG
1576
Clayton Financial Group
Missouri
$246K +$36.4K +376 +17%
WQ
1577
Wealth Quarterback
New Jersey
$246K -$4.11K -41 -2%
BST
1578
Bath Savings Trust
Maine
$245K +$5.31K +53 +2%
CPC
1579
Consolidated Planning Corp
Georgia
$245K -$51.7K -516 -17%
DOA
1580
D'Orazio & Associates
Virginia
$243K +$32.1K +320 +15%
GI
1581
Gradient Investments
Minnesota
$243K +$62.9K +628 +35%
LFG
1582
Lockerman Financial Group
California
$243K -$301 -3 -0.1%
AFGAS
1583
Allegiance Financial Group Advisory Services
Virginia
$243K -$1.5K -15 -0.6%
PFA
1584
Pure Financial Advisors
California
$242K -$17.8K -178 -7%
CPG
1585
Custom Portfolio Group
Colorado
$242K -$11.6K -118 -5%
RCWM
1586
Royal Capital Wealth Management
Indiana
$242K
HNB
1587
Hilltop National Bank
Wyoming
$241K -$7.62K -76 -3%
PMAM
1588
Penn Mutual Asset Management
Pennsylvania
$241K
AA
1589
Apriem Advisors
California
$241K
CC
1590
Callan Capital
California
$241K +$16.7K +167 +7%
LCM
1591
Lazari Capital Management
California
$239K +$7.22K +72 +3%
BAM
1592
Berkshire Asset Management
Pennsylvania
$239K +$239K +2,387 New
HWM
1593
Howard Wealth Management
Connecticut
$239K +$15.2K +152 +7%
CWM
1594
CarsonAllaria Wealth Management
Illinois
$239K -$27.9K -278 -10%
SRSA
1595
S.R. Schill & Associates
Washington
$238K
PVI
1596
Pine Valley Investments
New Jersey
$237K -$19.7K -197 -8%
AC
1597
Allstate Corporation
Illinois
$237K
AHC
1598
Adell Harriman & Carpenter
Texas
$236K -$60.1K -600 -20%
GG
1599
Gleason Group
Kentucky
$236K +$2.41K +24 +1%
CCC
1600
Chelsea Counsel Company
California
$236K +$40.1K +400 +21%