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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 %
EL
1801
EMFO LLC
Florida
$58.5K
DCM
1802
Davis Capital Management
Florida
$58.1K
OLVIG
1803
Oliver Lagore Vanvalin Investment Group
Michigan
$58K
BAM
1804
Bellevue Asset Management
Washington
$57.6K
BGAI
1805
Bruce G. Allen Investments
Colorado
$57.2K -$5.01K -50 -8%
FGA
1806
Fortis Group Advisors
New Jersey
$57.1K
KFS
1807
Kelly Financial Services
Massachusetts
$57.1K +$6.81K +68 +14%
GA
1808
GoalVest Advisory
New York
$56.7K -$32.6K -325 -36%
BFPW
1809
BOK Financial Private Wealth
Colorado
$56.5K +$50.4K +503 +825%
TCPG
1810
Trivant Custom Portfolio Group
California
$55.1K
VIA
1811
Virtus Investment Advisers
Connecticut
$53.6K -$27.9K -278 -34%
GTAM
1812
Global Trust Asset Management
Florida
$53.6K +$100 +1 +0.2%
RI
1813
Ridgewood Investments
New Jersey
$52.6K +$52.6K +525 New
DAM
1814
Delta Asset Management
Tennessee
$51.9K
SCA
1815
Stuart Chaussee & Associates
California
$51.5K
EC
1816
EdgeRock Capital
Colorado
$51K +$51K +508 New
TC
1817
Torno Capital
Massachusetts
$50.1K -$702K -7,000 -93%
LAM
1818
Lummis Asset Management
Texas
$50.1K
HSA
1819
Hussman Strategic Advisors
Maryland
$50.1K
BIC
1820
Beach Investment Counsel
Pennsylvania
$50K +$50K +500 New
VCM
1821
Versant Capital Management
Arizona
$48.1K +$11.2K +112 +30%
T
1822
Tidemark
California
$47.2K +$32.4K +323 +218%
CH
1823
Canton Hathaway
Rhode Island
$47K
PPWM
1824
PFG Private Wealth Management
Florida
$46.7K +$2.61K +26 +6%
1IA
1825
1620 Investment Advisors
Massachusetts
$46.7K +$46.7K +466 New