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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 %
LOPW
576
Live Oak Private Wealth
North Carolina
$2.12M -$350K -3,966 -14%
MWM
577
Modera Wealth Management
New Jersey
$2.11M -$1.22M -13,874 -37%
BFEC
578
Benjamin F. Edwards & Company
Missouri
$2.11M +$9.88K +112 +0.5%
Qube Research & Technologies (QRT)
579
Qube Research & Technologies (QRT)
United Kingdom
$2.1M -$30.3M -343,738 -94%
CFB
580
Cullen/Frost Bankers
Texas
$2.1M -$204K -2,309 -9%
GRP
581
Global Retirement Partners
California
$2.09M -$58.6K -680 -3%
SP
582
SWS Partners
Ohio
$2.08M -$70.4K -798 -3%
SSA
583
Schonfeld Strategic Advisors
New York
$2.07M +$2.07M +23,500 New
FCA
584
FinTrust Capital Advisors
South Carolina
$2.05M +$128K +1,455 +7%
APP
585
Avantax Planning Partners
Iowa
$2.05M +$72.2K +818 +4%
WANY
586
Wealthspire Advisors (New York)
New York
$2.04M +$1.1M +12,441 +116%
QCM
587
Quantinno Capital Management
New York
$2.04M +$1.18M +13,399 +137%
CNBT
588
Canandaigua National Bank & Trust
New York
$2.03M +$200K +2,269 +11%
Nomura Holdings
589
Nomura Holdings
Japan
$2.03M -$1.02M -11,599 -34%
CFD
590
Creative Financial Designs
Indiana
$2.01M -$10.6K -120 -0.5%
RIM
591
Redwood Investment Management
Arizona
$2.01M +$165K +1,864 +9%
SVWAG
592
Sound View Wealth Advisors Group
Georgia
$2M +$231K +2,619 +13%
IFU
593
iSAM Funds (UK)
United Kingdom
$1.99M +$1.99M +22,603 New
TA
594
Townsend & Associates
Colorado
$1.99M -$204K -2,326 -9%
FC
595
Forte Capital
New York
$1.98M -$3.8K -43 -0.2%
Los Angeles Capital Management
596
Los Angeles Capital Management
California
$1.96M +$1.4M +15,848 +251%
SGCA
597
Steel Grove Capital Advisors
Tennessee
$1.96M -$38K -430 -2%
BO
598
Bank OZK
Arkansas
$1.95M +$232K +2,624 +13%
MFGM
599
Marshall Financial Group (Maryland)
Maryland
$1.95M -$12.9K -146 -0.7%
SW
600
SVB Wealth
Massachusetts
$1.94M -$84.6K -959 -4%