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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 %
BCP
601
Berkeley Capital Partners
Georgia
$1.93M +$57.7K +654 +3%
NHC
602
Nicholas Hoffman & Company
Georgia
$1.92M +$61.7K +699 +3%
TCMG
603
TSP Capital Management Group
New Jersey
$1.91M -$10.3K -117 -0.5%
LNC
604
Lincoln National Corp
Pennsylvania
$1.91M +$20.6K +233 +1%
CL
605
Choreo LLC
Illinois
$1.91M +$28.7K +325 +2%
FSA
606
Franklin Street Advisors
North Carolina
$1.91M -$56K -635 -3%
BFG
607
Bleakley Financial Group
New Jersey
$1.89M -$332K -3,758 -15%
SS
608
Simplicity Solutions
Minnesota
$1.89M -$331K -3,751 -15%
VRM
609
Vectors Research Management
New York
$1.89M -$1.4K -18 -0.1%
CC
610
Courier Capital
New York
$1.89M -$1.24K -14 -0.1%
WCAMG
611
Woodard & Company Asset Management Group
North Carolina
$1.87M -$5.74K -65 -0.3%
WA
612
Waverly Advisors
Alabama
$1.87M +$281K +3,182 +18%
SF
613
Symphony Financial
Texas
$1.86M +$30.6K +358 +2%
Citadel Advisors
614
Citadel Advisors
Florida
$1.85M -$836K -9,468 -31%
TFA
615
Triad Financial Advisors
North Carolina
$1.85M -$9.44K -107 -0.5%
TT
616
TI-Trust
Illinois
$1.84M
SIC
617
Shoker Investment Counsel
Ohio
$1.84M -$4.24K -48 -0.2%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$1.84M +$84.6K +958 +5%
S
619
SignatureFD
Georgia
$1.84M +$232K +2,623 +14%
USAA
620
United Services Automobile Association
Texas
$1.84M +$205K +2,327 +13%
EFMC
621
Empire Financial Management Company
New York
$1.83M +$49.6K +562 +3%
SB
622
Strategic Blueprint
Georgia
$1.83M +$49.7K +563 +3%
MHI
623
Miller Howard Investments
New York
$1.83M -$143K -1,624 -7%
CA
624
CGN Advisors
Kansas
$1.82M +$61.7K +699 +4%
PNC
625
Park National Corp
Ohio
$1.82M +$81.4K +922 +5%