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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 %
CBB
526
Citizens Business Bank
California
$2.46M -$96.5K -1,093 -4%
FCB
527
First County Bank
Connecticut
$2.46M -$371K -4,201 -13%
WIS
528
Wright Investors Service
Connecticut
$2.45M +$37.6K +426 +2%
Loomis, Sayles & Company
529
Loomis, Sayles & Company
Massachusetts
$2.45M -$123K -1,392 -5%
TNBTD
530
Trustmark National Bank Trust Department
Mississippi
$2.44M -$68.6K -777 -3%
PT
531
Plimoth Trust
Massachusetts
$2.43M +$192K +2,180 +9%
RP
532
Rowlandmiller & Partners
Georgia
$2.42M +$1.5K +17 +0.1%
JWCA
533
J.W. Cole Advisors
Florida
$2.42M +$85.9K +973 +4%
MCM
534
Mill Capital Management
North Carolina
$2.41M -$49K -555 -2%
HWAM
535
Hennion & Walsh Asset Management
New Jersey
$2.4M -$450K -5,099 -16%
MA
536
Mutual Advisors
Nebraska
$2.39M +$50.9K +577 +2%
Credit Agricole
537
Credit Agricole
France
$2.39M +$671K +7,606 +39%
AUB
538
Atlantic Union Bankshares
Virginia
$2.38M -$225K -2,551 -9%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$2.38M -$263K -2,981 -10%
IC
540
IEQ Capital
California
$2.38M -$1.49M -16,894 -39%
NB
541
Norinchukin Bank
Japan
$2.38M -$1.13M -12,787 -32%
IAN
542
Integrated Advisors Network
Texas
$2.37M -$12.1K -137 -0.5%
GC
543
Guardian Capital
Ontario, Canada
$2.36M +$786K +8,900 +50%
ONST
544
Old North State Trust
North Carolina
$2.36M +$15.1K +171 +0.6%
SFP
545
Shepherd Financial Partners
Massachusetts
$2.36M +$41K +465 +2%
SWA
546
Stratos Wealth Advisors
Ohio
$2.35M +$1.73M +19,579 +278%
SSWG
547
Seven Springs Wealth Group
Tennessee
$2.34M -$1.55M -17,605 -40%
EF
548
Empirical Finance
Pennsylvania
$2.34M +$223K +2,525 +11%
TCM
549
Twin Capital Management
Pennsylvania
$2.34M -$113K -1,278 -5%
SAM
550
Strategy Asset Managers
California
$2.34M -$587K -6,655 -20%