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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 %
MSRPS
351
Maryland State Retirement & Pension System
Maryland
$5.2M
USCWA
352
U.S. Capital Wealth Advisors
Texas
$5.14M -$33.2K -376 -0.6%
PFA
353
Pathway Financial Advisers
Indiana
$5.14M +$5.14M +58,279 New
CCM
354
Canal Capital Management
Virginia
$5.04M -$128K -1,449 -2%
KRS
355
Kentucky Retirement Systems
Kentucky
$5.04M -$427K -4,840 -8%
AI
356
Atria Investments
North Carolina
$5.01M +$718K +8,136 +17%
CIA
357
Covington Investment Advisors
Pennsylvania
$4.96M +$21.6K +245 +0.4%
KFP
358
KMG Fiduciary Partners
Ohio
$4.95M -$46.8K -530 -0.9%
SBWIC
359
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.9M +$54.5K +618 +1%
MC
360
Moors & Cabot
Massachusetts
$4.9M -$187K -2,124 -4%
SAM
361
Securian Asset Management
Minnesota
$4.88M -$659K -7,465 -12%
BHWA
362
Beacon Harbor Wealth Advisors
Virginia
$4.88M +$96.3K +1,091 +2%
CTC
363
Central Trust Company
Missouri
$4.87M -$39.8K -451 -0.8%
VPIM
364
Vanguard Personalized Indexing Management
California
$4.87M +$221K +2,500 +5%
ECM
365
Estabrook Capital Management
New York
$4.86M -$88.6K -1,004 -2%
Voloridge Investment Management
366
Voloridge Investment Management
Florida
$4.86M -$65.5M -741,869 -93%
FFA
367
Founders Financial Alliance
North Carolina
$4.84M +$250K +2,833 +5%
BFG
368
Beacon Financial Group
Texas
$4.83M -$84.1K -947 -2%
CA
369
Commerzbank Aktiengesellschaft
Germany
$4.81M -$133K -1,504 -3%
EGA
370
Eagle Global Advisors
Texas
$4.81M -$36.9K -418 -0.8%
SPIA
371
Steward Partners Investment Advisory
New York
$4.79M -$197K -2,236 -4%
KPWS
372
Kestra Private Wealth Services
Texas
$4.7M +$555K +6,284 +13%
PFS
373
Prospera Financial Services
Texas
$4.67M +$570K +6,456 +14%
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$4.63M -$149K -1,685 -3%
MIM
375
Marco Investment Management
Georgia
$4.63M -$6.88K -78 -0.1%