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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 %
WOC
1851
West Oak Capital
California
$31.4K
Walleye Trading
1852
Walleye Trading
New York
$31.1K -$386K -3,849 -93%
C
1853
Covestor
United Kingdom
$31K -$297 -3 -0.9%
OW
1854
Olistico Wealth
Oklahoma
$30.1K +$30.1K +300 New
VFM
1855
Viking Fund Management
North Dakota
$30.1K +$15K +150 +100%
LWA
1856
Lowe Wealth Advisors
Maryland
$30K
BIA
1857
Bell Investment Advisors
California
$29.7K +$501 +5 +2%
CWM
1858
Compass Wealth Management
Connecticut
$29.1K
FFO
1859
Fortitude Family Office
Arizona
$29.1K +$11.9K +119 +70%
CFG
1860
CKW Financial Group
Hawaii
$29K
SFC
1861
Strategic Financial Concepts
Texas
$28.4K +$28.4K +102,462 New
JFA
1862
JNBA Financial Advisors
Minnesota
$27.7K
PWMG
1863
Private Wealth Management Group
New Jersey
$27.2K
TFA
1864
Toth Financial Advisory
Virginia
$26.3K -$91.9K -916 -78%
LWCFA
1865
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.6K
CAC
1866
Core Alternative Capital
Georgia
$25.1K
OA
1867
Operose Advisors
Wisconsin
$24.9K
CAM
1868
Creekmur Asset Management
Illinois
$24.7K +$1.41K +14 +6%
RWPA
1869
Richard W. Paul & Associates
Michigan
$24.4K +$100 +1 +0.4%
PWMG
1870
Prestige Wealth Management Group
New Jersey
$23.6K -$21.5K -214 -48%
FPF
1871
First Pacific Financial
Washington
$23.5K -$3.51K -35 -13%
SJIM
1872
St. Johns Investment Management
Florida
$22.7K
BCPWM
1873
Bradley & Co Private Wealth Management
Florida
$22.3K
FFA
1874
Frazier Financial Advisors
Ohio
$22K
TWD
1875
True Wealth Design
Ohio
$21.9K +$8.8K +88 +67%