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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 %
PCP
1626
Proficio Capital Partners
Massachusetts
$226K -$9.92K -99 -4%
TWM
1627
Tradition Wealth Management
Minnesota
$226K +$2.41K +24 +1%
NB
1628
Nicolet Bankshares
Wisconsin
$226K -$33.7K -336 -13%
AGWCA
1629
Annis Gardner Whiting Capital Advisors
Florida
$226K +$1.9K +19 +0.8%
CFO
1630
Callan Family Office
Pennsylvania
$225K +$225K +2,249 New
MPCG
1631
Matrix Private Capital Group
New York
$225K +$1.5K +15 +0.7%
TA
1632
TrueWealth Advisors
Alabama
$225K -$18.5K -185 -8%
MKC
1633
M. Kraus & Co
Vermont
$223K +$5.01K +50 +2%
UAS
1634
United Asset Strategies
New York
$223K -$11.9K -119 -5%
PB
1635
Pinnacle Bancorp
Nebraska
$223K -$69.8K -696 -24%
MF
1636
Meridian Financial
Massachusetts
$221K
TFP
1637
Tilia Fiduciary Partners
North Carolina
$221K +$401 +4 +0.2%
PFT
1638
Providence First Trust
Arizona
$221K
GA
1639
Geller Advisors
New York
$220K
GP
1640
Greenline Partners
New York
$219K -$110K -1,104 -33%
RBC
1641
Roble Belko & Company
Pennsylvania
$219K
FG
1642
Foster Group
Iowa
$219K +$3.31K +33 +2%
SCP
1643
Sivia Capital Partners
California
$219K +$219K +2,181 New
PP
1644
Patron Partners
Texas
$219K +$219K +2,181 New
CAM
1645
Cypress Asset Management
Texas
$218K -$100K -1,000 -31%
HGERS
1646
Householder Group Estate & Retirement Specialist
Arizona
$218K +$902 +9 +0.4%
IFAM
1647
Institutional & Family Asset Management
Colorado
$217K
WAM
1648
Weatherly Asset Management
California
$217K -$29.9K -298 -12%
WPWM
1649
Western Pacific Wealth Management
Illinois
$217K -$16.4K -164 -7%
FAG
1650
Fortitude Advisory Group
Washington
$217K -$24.5K -244 -10%