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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 %
BBVA
551
Banco Bilbao Vizcaya Argentaria
Spain
$2.31M -$2.79M -31,663 -55%
B
552
Bailard
California
$2.31M +$4.33K +49 +0.2%
MFFIA
553
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.27M +$883 +10 +0%
DWP
554
Daymark Wealth Partners
Ohio
$2.27M -$7.24K -82 -0.3%
FMWA
555
Forvis Mazars Wealth Advisors
Missouri
$2.27M +$251K +2,848 +12%
TSWM
556
Triangle Securities Wealth Management
North Carolina
$2.27M +$35.3K +400 +2%
CA
557
Carson Advisory
Georgia
$2.26M +$503K +5,702 +29%
KRSITF
558
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.25M -$191K -2,160 -8%
ISB
559
Iowa State Bank
Iowa
$2.24M +$40.5K +459 +2%
FWP
560
FAS Wealth Partners
Kansas
$2.24M +$84.6K +959 +4%
ICG
561
InterOcean Capital Group
Tennessee
$2.22M +$968K +10,964 +77%
MMHP
562
Murphy Middleton Hinkle & Parker
Georgia
$2.22M +$794 +9 +0%
TW
563
TrinityPoint Wealth
Connecticut
$2.21M +$279K +3,158 +14%
PCIA
564
Prime Capital Investment Advisors
Kansas
$2.21M -$2.63M -29,771 -54%
VFA
565
Valeo Financial Advisors
Indiana
$2.2M +$484K +5,479 +28%
EH
566
Equitable Holdings
New York
$2.19M +$113K +1,284 +5%
NGA
567
Naples Global Advisors
Florida
$2.19M +$32.7K +370 +2%
DAS
568
Dynamic Advisor Solutions
Arizona
$2.18M +$120K +1,356 +6%
APC
569
Aspire Private Capital
North Carolina
$2.18M +$1.68K +19 +0.1%
OCM
570
Orleans Capital Management
Louisiana
$2.17M -$13.2K -150 -0.6%
MGWM
571
Marks Group Wealth Management
Minnesota
$2.15M -$120K -1,354 -5%
NMIMC
572
Northwestern Mutual Investment Management Company
Wisconsin
$2.15M +$1.59K +18 +0.1%
FWM
573
Fairhaven Wealth Management
Illinois
$2.15M +$42.9K +486 +2%
RB
574
Rodgers Brothers
Pennsylvania
$2.15M +$341K +3,864 +19%
BBA
575
BLB&B Advisors
Pennsylvania
$2.14M -$42.7K -484 -2%