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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
28.47%
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 %
UWM
1926
USAdvisors Wealth Management
Minnesota
$8K
DI
1927
DAGCO Inc
Ohio
$7.82K
QL
1928
Quarry LP
New York
$7.72K +$7.72K +77 New
MWM
1929
Mascoma Wealth Management
New Hampshire
$7.52K -$18.7K -187 -71%
DF
1930
Dunhill Financial
United Kingdom
$7.44K +$1.51K +15 +25%
WAS
1931
Winch Advisory Services
Wisconsin
$7.25K
CFS
1932
CGC Financial Services
Oregon
$6.62K
AP
1933
Aspect Partners
Virginia
$6.31K
CJ
1934
Caitlin John
Michigan
$6.24K
DMIC
1935
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.01K +$6.01K +60 New
VAMG
1936
Voisard Asset Management Group
Michigan
$5.91K +$5.91K +59 New
PCMC
1937
Planning Capital Management Corporation
Pennsylvania
$5.21K
VWM
1938
Valley Wealth Managers
New Jersey
$5.01K +$5.01K +50 New
TCM
1939
Tributary Capital Management
Nebraska
$5.01K
HB
1940
Horizon Bancorp
Indiana
$4K -$4K -38 -50%
W
1941
WealthCollab
Washington
$2.91K
ECM
1942
Everence Capital Management
Indiana
$2.89K
EAM
1943
Eukles Asset Management
Ohio
$2.81K
PP
1944
Pingora Partners
Wyoming
$2.51K
YAL
1945
Your Advocates Ltd
Texas
$2.41K
GWM
1946
Guardian Wealth Management
Illinois
$2.12K
SHIM
1947
Stone House Investment Management
Pennsylvania
$2.01K -$9.22K -92 -82%
BEI
1948
Benjamin Edwards Inc
Missouri
$2K
EBA
1949
Eagle Bay Advisors
New York
$1.7K
TCA
1950
Trifecta Capital Advisors
Illinois
$1.3K