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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 %
PWP
626
Principle Wealth Partners
Connecticut
$1.82M +$137K +1,550 +8%
CFGS
627
Concourse Financial Group Securities
Alabama
$1.82M +$107K +1,207 +6%
JIP
628
Jaffetilchin Investment Partners
Florida
$1.81M -$46K -521 -2%
LDB
629
Lee, Danner & Bass
Tennessee
$1.81M
EWA
630
EP Wealth Advisors
California
$1.8M +$1.18M +13,415 +193%
MCM
631
MAI Capital Management
Ohio
$1.78M -$38.3K -434 -2%
CCP
632
Clarkston Capital Partners
Michigan
$1.78M
CHC
633
City Holding Co
West Virginia
$1.78M -$274K -3,102 -13%
FFP
634
FourThought Financial Partners
Florida
$1.78M +$76.2K +863 +4%
AAS
635
Ameritas Advisory Services
Nebraska
$1.77M +$1.17M +13,218 +194%
UFG
636
United Fire Group
Iowa
$1.77M -$1.77M -20,000 -50%
MBTD
637
Mechanics Bank - Trust Department
California
$1.76M -$26.5K -300 -1%
1832 Asset Management
638
1832 Asset Management
Ontario, Canada
$1.76M -$175K -1,984 -9%
VCA
639
Verdence Capital Advisors
Maryland
$1.74M +$128K +1,450 +8%
TYCC
640
Texas Yale Capital Corp
Florida
$1.74M -$9.18K -104 -0.5%
SIM
641
Stratos Investment Management
Ohio
$1.74M +$262K +2,970 +18%
MSAM
642
Moloney Securities Asset Management
Missouri
$1.73M +$23.5K +266 +1%
PFS
643
Physicians Financial Services
North Carolina
$1.73M -$4.32K -49 -0.2%
LCOV
644
London Company of Virginia
Virginia
$1.71M
GBT
645
Grove Bank & Trust
Florida
$1.71M +$105K +1,193 +7%
SP
646
Successful Portfolios
Florida
$1.69M -$17.7K -200 -1%
AA
647
Argent Advisors
Louisiana
$1.69M +$173K +1,957 +11%
FNT
648
First National Trust
Pennsylvania
$1.69M +$467K +5,287 +38%
CS
649
Comerica Securities
Michigan
$1.69M -$630K -7,135 -27%
WP
650
WealthShield Partners
North Carolina
$1.69M +$21.6K +245 +1%