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Duke Energy

1,778 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$11.8M +$1.46M +16,546 +14%
URS
227
Utah Retirement Systems
Utah
$11.7M +$17.7K +200 +0.2%
Capital Fund Management (CFM)
228
Capital Fund Management (CFM)
France
$11.6M +$8.43M +95,528 +265%
BMO
229
Beck Mack & Oliver
New York
$11.6M
YCM
230
Yousif Capital Management
Michigan
$11.5M -$311K -3,520 -3%
CC
231
Cornerstone Capital
California
$11.4M -$181K -2,054 -2%
GCA
232
Guardian Capital Advisors
Ontario, Canada
$11.2M -$93.1K -1,036 -0.8%
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$10.8M +$1.74M +19,760 +19%
MHC
234
Meyer Handelman Company
New York
$10.7M
IAA
235
Independent Advisor Alliance
North Carolina
$10.7M +$228K +2,580 +2%
BL
236
BCWM LLC
Kansas
$10.7M +$23.5K +266 +0.2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$10.6M -$462K -5,237 -4%
CWM
238
Calamos Wealth Management
Illinois
$10.5M +$4.12M +46,655 +65%
IG
239
ING Group
Netherlands
$10.4M -$2.88M -32,583 -22%
HAI
240
Hennessy Advisors Inc
California
$10.4M -$150K -1,700 -1%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$10.4M -$274K -3,105 -3%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$10.1M -$155K -1,759 -2%
ProShare Advisors
243
ProShare Advisors
Maryland
$9.99M -$461K -5,226 -4%
Janus Henderson Group
244
Janus Henderson Group
United Kingdom
$9.97M -$4.93M -55,892 -33%
WIC
245
Willis Investment Counsel
Georgia
$9.84M
BWL
246
Bogart Wealth LLC
Virginia
$9.84M +$79.6K +902 +0.8%
NA
247
NewEdge Advisors
Louisiana
$9.83M +$1.49M +16,845 +18%
EAM
248
Eagle Asset Management
Florida
$9.73M -$441K -5,001 -4%
NYLIM
249
New York Life Investment Management
New York
$9.71M +$65.3K +740 +0.7%
KAS
250
Kestra Advisory Services
Texas
$9.67M +$798K +9,036 +9%