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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 %
NCFG
1651
New Century Financial Group
New Jersey
$216K +$216K +2,155 New
PWA
1652
Primoris Wealth Advisors
Florida
$215K +$215K +2,148 New
ITIM
1653
Indiana Trust & Investment Management
Indiana
$215K +$10K +100 +5%
I
1654
INVST
Indiana
$215K +$215K +2,164 New
BBNA
1655
Bremer Bank National Association
Minnesota
$215K -$29.9K -298 -12%
DA
1656
Detalus Advisors
Missouri
$214K -$8.62K -86 -4%
LRPA
1657
L. Roy Papp & Associates
Arizona
$214K
EIM
1658
Essex Investment Management
Massachusetts
$213K -$16.3K -163 -7%
OWA
1659
Opal Wealth Advisors
New York
$213K +$213K +2,123 New
AG
1660
AlTi Global
New York
$212K +$212K +2,112 New
NC
1661
NBW Capital
Massachusetts
$211K -$33.6K -335 -14%
HCA
1662
Horan Capital Advisors
Ohio
$211K
AAP
1663
Arax Advisory Partners
Colorado
$210K +$9.62K +96 +5%
AIIMS
1664
Analyst IMS Investment Management Services
Israel
$209K +$209K +2,087 New
CPP
1665
Capasso Planning Partners
South Carolina
$209K +$209K +2,084 New
SIS
1666
Strategic Investment Solutions
Illinois
$208K +$208K +1,927 New
RWA
1667
Redhawk Wealth Advisors
Minnesota
$208K +$208K +2,077 New
SRC
1668
Stone Run Capital
New York
$208K
DFCM
1669
Dark Forest Capital Management
Puerto Rico
$207K +$207K +2,063 New
CST
1670
Charles Schwab Trust
Nevada
$206K -$17.2K -172 -8%
SA
1671
Shilanski & Associates
Alaska
$206K +$206K +2,050 New
WPA
1672
West Paces Advisors
Georgia
$205K -$53.6K -535 -21%
LCM
1673
Liberty Capital Management
Michigan
$204K +$204K +2,040 New
WE
1674
Wealth Effects
Massachusetts
$204K +$204K +2,032 New
WBC
1675
West Branch Capital
Massachusetts
$204K