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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 %
TF
301
Tompkins Financial
New York
$6.47M +$866K +9,815 +15%
TPCW
302
TD Private Client Wealth
New York
$6.45M -$103K -1,164 -2%
PAG
303
Private Advisor Group
New Jersey
$6.45M +$105K +1,186 +2%
WF
304
Welch & Forbes
Massachusetts
$6.43M -$26.2K -297 -0.4%
SFA
305
Sequoia Financial Advisors
Ohio
$6.38M +$45.2K +512 +0.7%
GFG
306
Greystone Financial Group
Michigan
$6.34M -$298K -3,379 -4%
SWP
307
Strategic Wealth Partners
Ohio
$6.34M +$418K +4,734 +7%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$6.29M -$2.1M -23,808 -25%
SCA
309
Snowden Capital Advisors
New York
$6.29M -$70.8K -802 -1%
KeyBank National Association
310
KeyBank National Association
Ohio
$6.27M -$446K -5,055 -7%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$6.22M -$644K -7,293 -9%
AAS
312
Avantax Advisory Services
Texas
$6.21M +$119K +1,343 +2%
WCM
313
Windward Capital Management
California
$6.21M +$816K +9,241 +15%
BCIM
314
British Columbia Investment Management
British Columbia, Canada
$6.19M +$51.5K +583 +0.8%
D.E. Shaw & Co
315
D.E. Shaw & Co
New York
$6.16M -$20.7M -234,594 -77%
AG
316
Advocate Group
Minnesota
$6.11M +$413K +4,676 +7%
WA
317
Wasatch Advisors
Utah
$6.1M +$88.3K +1,000 +1%
OHIS
318
Oak Harvest Investment Services
Texas
$6.07M +$584K +6,616 +11%
SIA
319
Soltis Investment Advisors
Utah
$6.06M +$359K +4,073 +6%
AM
320
AGF Management
Ontario, Canada
$6.03M -$378K -4,285 -6%
SCP
321
Stamos Capital Partners
California
$5.96M +$2.26M +25,560 +61%
SA
322
Strategic Advisors
New York
$5.94M -$7.59K -86 -0.1%
PTC
323
Philadelphia Trust Company
Pennsylvania
$5.9M -$925K -10,485 -14%
SSWM
324
Smith Salley Wealth Management
North Carolina
$5.9M -$1.03M -11,640 -15%
HWM
325
HB Wealth Management
Georgia
$5.88M +$576K +6,524 +11%