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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 %
AA
1676
Auxano Advisors
Washington
$203K +$203K +2,026 New
OL
1677
OneFund LLC
Florida
$202K +$202K +2,016 New
CT
1678
Coastline Trust
Rhode Island
$201K +$201K +2,005 New
AIA
1679
Alternative Investment Advisors
Florida
$201K +$201K +2,002 New
WCA
1680
Westover Capital Advisors
Delaware
$200K +$200K +2,000 New
FFB
1681
First Financial Bankshares
Texas
$200K -$14.5K -145 -7%
NFSG
1682
Newbridge Financial Services Group
Florida
$200K -$215K -2,144 -52%
OAM
1683
Ostrum Asset Management
France
$196K -$15.3K -153 -7%
CSB
1684
City State Bank
Iowa
$196K
TWP
1685
Triad Wealth Partners
Kansas
$192K +$192K +1,916 New
MCM
1686
MV Capital Management
Maryland
$192K +$1.7K +17 +0.9%
MIA
1687
MeadowBrook Investment Advisors
Michigan
$191K -$30.1K -300 -14%
HBW
1688
Hazlett, Burt & Watson
West Virginia
$191K +$302 +3 +0.2%
AA
1689
Alta Advisers
United Kingdom
$190K
SCM
1690
Silvant Capital Management
Georgia
$189K
FFA
1691
First Foundation Advisors
California
$189K +$72.8K +726 +63%
SWM
1692
Sugarloaf Wealth Management
Georgia
$188K -$55.9K -558 -23%
BHWM
1693
Beaird Harris Wealth Management
Texas
$188K
SC
1694
Stephens Consulting
Michigan
$187K +$8.02K +80 +4%
Lazard Asset Management
1695
Lazard Asset Management
New York
$186K +$186K +1,859 New
CP
1696
Castleview Partners
Texas
$186K +$9.12K +91 +5%
AA
1697
AlphaMark Advisors
Kentucky
$183K +$5.31K +53 +3%
TCM
1698
Tradewinds Capital Management
Washington
$181K
VNA
1699
Valley National Advisers
Pennsylvania
$181K -$11.3K -113 -6%
UFF
1700
USA Financial Formulas
Michigan
$179K +$162K +1,618 +993%