DUK icon

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 %
PSP
376
Principal Street Partners
Tennessee
$4.59M -$179K -2,031 -4%
EFIC
377
Eliot Finkel Investment Counsel
California
$4.57M -$26.5K -300 -0.6%
TCM
378
Tufton Capital Management
Maryland
$4.56M +$28.8K +326 +0.6%
PAS
379
Park Avenue Securities
New York
$4.52M +$14.6K +165 +0.3%
CM
380
Churchill Management
California
$4.5M -$306K -3,472 -6%
CA
381
Cornerstone Advisors
North Carolina
$4.42M +$477K +5,400 +12%
Vontobel Holding
382
Vontobel Holding
Switzerland
$4.41M -$35.5K -402 -0.8%
AIMC
383
Alley Investment Management Company
Illinois
$4.39M +$174K +1,973 +4%
FLI
384
Family Legacy Inc
South Carolina
$4.37M +$73.9K +837 +2%
SWP
385
Stratos Wealth Partners
Ohio
$4.34M +$264K +2,996 +6%
CCM
386
Coldstream Capital Management
Washington
$4.32M +$90.7K +1,028 +2%
SPC
387
Sigma Planning Corp
Michigan
$4.32M +$150K +1,699 +4%
CA
388
Cetera Advisors
Colorado
$4.32M +$209K +2,372 +5%
MCC
389
Money Concepts Capital
Florida
$4.28M +$148K +1,675 +4%
VFM
390
Viking Fund Management
North Dakota
$4.25M
KBC Group
391
KBC Group
Belgium
$4.25M +$189K +2,141 +5%
CCP
392
Clough Capital Partners
Massachusetts
$4.24M
JPWM
393
Jamison Private Wealth Management
Georgia
$4.22M +$4.22M +47,827 New
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$4.22M +$8.83K +100 +0.2%
SCM
395
Shelton Capital Management
Colorado
$4.2M +$2.68M +30,390 +176%
Nisa Investment Advisors
396
Nisa Investment Advisors
Missouri
$4.16M +$546K +6,187 +15%
PAM
397
Panagora Asset Management
Massachusetts
$4.16M +$142K +1,613 +4%
PMIA
398
Patrick Mauro Investment Advisor
Illinois
$4.13M +$383K +4,342 +10%
SFA
399
Semmax Financial Advisors
North Carolina
$4.1M +$4.1M +47,154 New
MGP
400
Metis Global Partners
California
$4.06M +$516K +5,852 +15%