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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 %
FB
401
Fulton Bank
Pennsylvania
$4.05M +$84.9K +962 +2%
BFA
402
Benedict Financial Advisors
Georgia
$4.05M +$97.5K +1,105 +2%
CT
403
Colonial Trust
South Carolina
$4.05M -$182K -2,060 -4%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$4.03M -$82.9K -939 -2%
HCMT
405
Highland Capital Management (Tennessee)
Tennessee
$4.03M -$279K -3,156 -6%
MYAM
406
Meiji Yasuda Asset Management
Japan
$4.02M +$2.39M +27,040 +146%
AMIM
407
Aull & Monroe Investment Management
Alabama
$4.02M -$5.74K -65 -0.1%
CPIG
408
Chicago Partners Investment Group
Illinois
$4.02M +$1.3K +15 +0%
RFC
409
Regions Financial Corp
Alabama
$4.01M +$21.9K +248 +0.5%
CGH
410
Crossmark Global Holdings
Texas
$3.97M -$86.9K -977 -2%
Allianz Asset Management
411
Allianz Asset Management
Germany
$3.95M +$873K +9,887 +28%
BIAS
412
Beacon Investment Advisory Services
New Jersey
$3.94M +$26.1K +296 +0.7%
HPG
413
Harvest Portfolios Group
Ontario, Canada
$3.92M +$20.3K +230 +0.5%
IA
414
IFP Advisors
Florida
$3.89M +$1.62M +18,328 +71%
GWMIA
415
Global Wealth Management Investment Advisory
Florida
$3.87M +$271K +3,068 +8%
WCM
416
Whitener Capital Management
North Carolina
$3.85M +$128K +1,449 +3%
LIM
417
Leavell Investment Management
Alabama
$3.84M -$351K -3,981 -8%
JIC
418
Johnson Investment Counsel
Ohio
$3.84M +$278K +3,150 +8%
WSTAM
419
Wilbanks Smith & Thomas Asset Management
Virginia
$3.83M +$783K +8,868 +26%
CWM
420
CIBC World Markets
New York
$3.75M -$4.22M -47,785 -53%
AAM
421
Advisors Asset Management
Colorado
$3.72M -$269K -3,053 -7%
ATC
422
Argent Trust Co
Tennessee
$3.7M -$257K -2,908 -6%
ACM
423
Argyle Capital Management
Pennsylvania
$3.66M +$177K +2,000 +5%
SIC
424
Salem Investment Counselors
North Carolina
$3.66M -$15.5K -176 -0.4%
BRM
425
Boston Research & Management
Massachusetts
$3.63M +$107K +1,215 +3%