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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 %
BB
276
Bell Bank
North Dakota
$7.55M -$5.47K -62 -0.1%
SC
277
SouthState Corp
Florida
$7.52M -$110K -1,247 -1%
ZP
278
Zimmer Partners
New York
$7.5M -$92.5M -1,048,027 -92%
DIA
279
Dean Investment Associates
Ohio
$7.44M +$247K +2,797 +3%
IMPI
280
Ilmarinen Mutual Pension Insurance
Finland
$7.42M
BRWA
281
B. Riley Wealth Advisors
Florida
$7.42M +$145K +1,641 +2%
RBC
282
Romano Brothers & Co
Illinois
$7.39M -$291K -3,301 -4%
CIAS
283
Capital Investment Advisory Services
North Carolina
$7.29M +$341K +3,865 +5%
RJT
284
Raymond James Trust
Florida
$7.28M +$416K +4,710 +6%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$7.25M +$1.23M +13,991 +21%
ASN
286
Advisory Services Network
Georgia
$7.19M +$1.3M +14,701 +22%
AWS
287
Atria Wealth Solutions
New York
$7.14M +$274K +3,099 +4%
FCBT
288
First Citizens Bank & Trust
North Carolina
$7.04M -$528K -5,987 -7%
SC
289
Savant Capital
Illinois
$7.04M +$569K +6,450 +9%
BIA
290
Biondo Investment Advisors
Pennsylvania
$7.03M +$543K +6,152 +8%
NEAM
291
New England Asset Management
Connecticut
$7.02M +$260K +2,950 +4%
AIM
292
Anchor Investment Management
South Carolina
$6.93M +$215K +2,431 +3%
Rafferty Asset Management
293
Rafferty Asset Management
New York
$6.93M +$711K +8,060 +11%
PP
294
Prudential plc
United Kingdom
$6.9M -$332K -3,759 -5%
Pacer Advisors
295
Pacer Advisors
Pennsylvania
$6.9M +$2.72M +30,850 +65%
PP
296
Patten & Patten
Tennessee
$6.87M -$631K -7,144 -8%
CG
297
Colony Group
Massachusetts
$6.87M -$156K -1,769 -2%
GWM
298
Geneos Wealth Management
Colorado
$6.81M +$262K +2,970 +4%
BCM
299
Bayesian Capital Management
New York
$6.52M +$5.34M +60,500 +451%
OC
300
Oppenheimer & Co
New York
$6.52M -$1.95M -22,126 -23%