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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 %
POIA
1826
Pin Oak Investment Advisors
Texas
$46K +$39.6K +393 +624%
RA
1827
Rational Advisors
New York
$44.8K -$2.51K -25 -5%
GJWM
1828
Gilliland Jeter Wealth Management
Arkansas
$43.4K
HCM
1829
Horrell Capital Management
Arkansas
$43K
RA
1830
Rise Advisors
New York
$42.8K +$401 +4 +0.9%
M
1831
MOTCO
Texas
$42.1K +$3.31K +33 +9%
FWA
1832
FSC Wealth Advisors
New York
$41K +$8.72K +87 +27%
PCWA
1833
Pacific Capital Wealth Advisors
California
$40.9K +$4.41K +44 +12%
NBT
1834
Northwest Bank & Trust
Iowa
$40.7K -$18.2K -182 -31%
CSS
1835
Cubist Systematic Strategies
Connecticut
$40.1K -$7.63M -76,120 -99%
GKIM
1836
GW&K Investment Management
Massachusetts
$38K +$7.98K +79 +27%
PA
1837
Pineridge Advisors
Missouri
$37.2K -$4.91K -49 -12%
APW
1838
Acima Private Wealth
Virginia
$36.9K
S
1839
Sachetta
Massachusetts
$35.7K +$10.6K +96 +42%
TFM
1840
TFC Financial Management
Massachusetts
$35.4K
PP
1841
Pacifica Partners
Canada
$35.3K +$4.19K +42 +13%
AWM
1842
Ameliora Wealth Management
Switzerland
$35.1K -$46.1K -460 -57%
FCT
1843
First Community Trust
Iowa
$34.9K
AWM
1844
Abound Wealth Management
Tennessee
$34.7K +$802 +8 +2%
WAM
1845
WFA Asset Management
Wisconsin
$34.6K +$200 +2 +0.6%
LD
1846
Lipe & Dalton
New York
$34K
ME
1847
McIlrath & Eck
Washington
$33.9K -$5.41K -54 -14%
TIM
1848
Tortoise Investment Management
New York
$33.5K
AT
1849
Arlington Trust
Alabama
$33.3K -$501K -5,000 -94%
GWSA
1850
Global Wealth Strategies & Associates
Colorado
$31.8K