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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 %
FBT
426
First Bank & Trust
South Dakota
$3.61M +$265K +3,004 +8%
TIAA Trust, National Association
427
TIAA Trust, National Association
North Carolina
$3.59M +$3.59M +40,702 New
SIG
428
Sky Investment Group
Connecticut
$3.56M +$39.7K +450 +1%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$3.55M +$39.8K +451 +1%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$3.54M +$238K +2,700 +7%
Renaissance Technologies
431
Renaissance Technologies
New York
$3.52M -$18.8M -213,267 -84%
Wealthfront Advisers
432
Wealthfront Advisers
California
$3.52M -$4.17M -47,255 -54%
FNBOO
433
First National Bank of Omaha
Nebraska
$3.5M -$198K -2,246 -5%
HIC
434
Holderness Investments Company
North Carolina
$3.5M -$98.4K -1,115 -3%
FHA
435
First Horizon Advisors
Tennessee
$3.49M -$177K -2,009 -5%
SYBT
436
Stock Yards Bank & Trust
Kentucky
$3.46M -$198K -2,244 -5%
TSW
437
Thompson Siegel & Walmsley
Virginia
$3.44M +$662K +7,500 +24%
PI
438
Putnam Investments
Massachusetts
$3.43M +$248K +2,814 +8%
BCM
439
Birmingham Capital Management
Alabama
$3.41M +$111K +1,258 +3%
TA
440
Tectonic Advisors
Texas
$3.35M +$442K +5,009 +15%
RIA
441
Regal Investment Advisors
Michigan
$3.33M +$198K +2,238 +6%
HCM
442
Hall Capital Management
Rhode Island
$3.32M +$2.21K +25 +0.1%
PCA
443
Providence Capital Advisors
North Carolina
$3.31M +$31.2K +353 +0.9%
PFO
444
Pathstone Family Office
New Jersey
$3.28M +$2.47M +28,007 +306%
CAM
445
Close Asset Management
United Kingdom
$3.25M -$37.5K -425 -1%
RIL
446
Rothschild Investment LLC
Illinois
$3.24M +$81.8K +927 +3%
JFL
447
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.18M -$36.3K -411 -1%
CIBC World Market
448
CIBC World Market
Ontario, Canada
$3.18M -$201K -2,272 -6%
LFAS
449
Level Four Advisory Services
Texas
$3.17M -$382K -4,329 -11%
SFS
450
Sowell Financial Services
Arkansas
$3.16M -$47.7K -540 -1%