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 %
RB
1601
Renasant Bank
Mississippi
$236K -$144K -1,435 -38%
IAA
1602
Ironsides Asset Advisors
North Carolina
$235K -$40.1K -400 -15%
LFG
1603
Larson Financial Group
Missouri
$235K +$28.9K +288 +14%
JF
1604
Joule Financial
Kentucky
$235K -$4.61K -46 -2%
LIG
1605
Lokken Investment Group
Delaware
$235K +$1.2K +12 +0.5%
TC
1606
Truvestments Capital
Florida
$234K -$6.01K -60 -3%
TCMP
1607
Thrive Capital Management (Pennsylvania)
Pennsylvania
$233K -$32.1K -320 -12%
CCFM
1608
Clear Creek Financial Management
Washington
$233K +$4.11K +41 +2%
SWS
1609
SYSTM Wealth Solutions
Illinois
$232K -$870K -8,680 -79%
1IA
1610
1834 Investment Advisors
Wisconsin
$232K -$2.01K -20 -0.9%
PFA
1611
Pettinga Financial Advisors
Indiana
$232K +$232K +2,317 New
VFPI
1612
Vantage Financial Partners (Illinois)
Illinois
$232K
CC
1613
Corton Capital
Ontario, Canada
$231K +$6.62K +66 +3%
BCCM
1614
Bridge Creek Capital Management
Massachusetts
$231K
PIA
1615
Pinion Investment Advisors
Kansas
$231K -$57.6K -575 -20%
LWM
1616
Liberty Wealth Management
California
$231K +$165K +5,622 +251%
VFPW
1617
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$26.2K -261 -10%
AGM
1618
Alpine Global Management
New York
$231K +$231K +2,300 New
H
1619
HoyleCohen
California
$230K -$87.9K -877 -28%
AWS
1620
Arkfeld Wealth Strategies
Nebraska
$229K +$1.71K +17 +0.8%
1WM
1621
1900 Wealth Management
Texas
$228K
MAM
1622
Mainsail Asset Management
Alabama
$228K
EWM
1623
Empirical Wealth Management
Washington
$227K -$215K -2,145 -49%
FMTCOCP
1624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$227K
OL
1625
Optas LLC
Texas
$227K -$215K -2,150 -49%