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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 %
AWM
451
Apollon Wealth Management
South Carolina
$3.14M +$225K +2,545 +8%
LCM
452
Logan Capital Management
Pennsylvania
$3.11M +$102K +1,160 +3%
BW
453
Bison Wealth
Georgia
$3.09M -$29.8K -338 -1%
ACIM
454
Azimuth Capital Investment Management
Michigan
$3.08M -$49.2K -557 -2%
CAM
455
Cresset Asset Management
Illinois
$3.05M +$817K +9,257 +37%
RFM
456
Royal Fund Management
Florida
$3.04M -$111K -1,257 -4%
FDP
457
Financiere des Professionnels
Quebec, Canada
$3.03M +$3.03M +34,321 New
EWM
458
Evercore Wealth Management
New York
$2.99M +$48.9K +554 +2%
ST
459
Sentinel Trust
Texas
$2.99M
SCM
460
Schnieders Capital Management
California
$2.98M -$801K -9,076 -21%
GAM
461
Gotham Asset Management
New York
$2.97M -$192K -2,170 -6%
CCG
462
Cypress Capital Group
Florida
$2.93M -$335K -3,792 -10%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$2.93M -$103K -1,168 -3%
KWM
464
Kingsview Wealth Management
Oregon
$2.92M +$310K +3,511 +12%
IA
465
IFG Advisory
Georgia
$2.91M +$206K +2,338 +8%
NS
466
NBC Securities
Alabama
$2.9M +$2.9M +32,891 New
KA
467
Keene & Associates
Texas
$2.9M +$121K +1,373 +4%
SGC
468
Slocum, Gordon & Co
Rhode Island
$2.89M
BG
469
Bahl & Gaynor
Ohio
$2.89M +$113K +1,284 +4%
AssetMark Inc
470
AssetMark Inc
California
$2.88M +$309K +3,502 +12%
AAIM
471
American Assets Investment Management
California
$2.88M
MA
472
Montag & Associates
Georgia
$2.87M -$77.6K -879 -3%
BPC
473
Banque Pictet & Cie
Switzerland
$2.85M -$200K -2,266 -7%
BFA
474
Bragg Financial Advisors
North Carolina
$2.84M -$63.7K -722 -2%
RCM
475
Raleigh Capital Management
North Carolina
$2.84M -$28K -317 -1%