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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 %
VF
501
Virtu Financial
New York
$2.65M +$1.85M +20,933 +232%
MFG
502
Merit Financial Group
Georgia
$2.64M +$26.7K +302 +1%
PPL
503
PATRIZIA Pty Ltd
Australia
$2.64M -$493K -5,589 -16%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$2.64M -$142K -1,466 -5%
TAM
505
Townsend Asset Management
North Carolina
$2.63M +$73.1K +828 +3%
SIG
506
Stonegate Investment Group
Alabama
$2.63M -$21.8K -247 -0.8%
RBA
507
Richard Bernstein Advisors
New York
$2.62M
Lido Advisors
508
Lido Advisors
California
$2.59M -$189K -2,144 -7%
AIA
509
Armor Investment Advisors
North Carolina
$2.59M +$107K +1,208 +4%
UCFA
510
United Capital Financial Advisors
Texas
$2.59M +$113K +1,284 +5%
RMC
511
Resources Management Corp
Connecticut
$2.58M +$42.4K +480 +2%
MOS
512
MGO One Seven
Ohio
$2.57M +$73.3K +831 +3%
CWC
513
Carolinas Wealth Consulting
North Carolina
$2.55M +$17.7K +1,086 +0.7%
AMG
514
Advisors Management Group
Wisconsin
$2.54M +$37.7K +427 +2%
RDWM
515
Red Door Wealth Management
Tennessee
$2.54M +$163K +1,846 +7%
GT
516
Greenleaf Trust
Michigan
$2.53M +$337K +3,818 +15%
VNIM
517
Vaughan Nelson Investment Management
Texas
$2.53M
KWA
518
Kingswood Wealth Advisors
California
$2.53M -$83.1K -464 -3%
TCOT
519
Trust Company of Toledo
Ohio
$2.52M +$255K +2,887 +11%
HFBOT
520
Home Federal Bank of Tennessee
Tennessee
$2.51M -$33.5K -379 -1%
CC
521
Constitution Capital
Connecticut
$2.5M -$422K -4,782 -14%
PA
522
Pinnacle Associates
New York
$2.5M -$42.6K -483 -2%
CA
523
Cullinan Associates
Kentucky
$2.49M +$881K +9,979 +55%
VWMG
524
Virginia Wealth Management Group
Virginia
$2.47M +$20.1K +228 +0.8%
TAIM
525
Te Ahumairangi Investment Management
New Zealand
$2.46M -$121K -1,370 -5%