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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 %
SMC
651
Smith, Moore & Co
Missouri
$1.68M +$10.1K +114 +0.6%
NSB
652
Norway Savings Bank
Maine
$1.67M -$56K -635 -3%
CPIA
653
Cornell Pochily Investment Advisors
New York
$1.67M -$117K -1,326 -7%
CBTWT
654
Community Bank & Trust (Waco, Texas)
Texas
$1.66M +$160K +1,716 +11%
HDIM
655
Hanson & Doremus Investment Management
Vermont
$1.66M -$63.9K -724 -4%
GT
656
Glenview Trust
Kentucky
$1.65M +$425K +4,820 +35%
GLLW
657
Graves Light Lenhart Wealth
Virginia
$1.63M -$28.6K -329 -2%
HFM
658
Hartford Financial Management
Connecticut
$1.63M -$6.09K -69 -0.4%
ZCM
659
Ziegler Capital Management
Illinois
$1.62M +$19.1K +216 +1%
HI
660
Harbour Investments
Wisconsin
$1.61M +$178K +2,021 +12%
RC
661
Randolph Company
Ohio
$1.61M +$173K +1,957 +12%
WWM
662
Wolff Wiese Magana
California
$1.6M -$1.06K -12 -0.1%
EARNEST Partners
663
EARNEST Partners
Georgia
$1.6M -$268K -3,039 -14%
WS
664
Wedbush Securities
California
$1.59M -$17.7K -200 -1%
GLA
665
Good Life Advisors
Pennsylvania
$1.58M +$49K +555 +3%
DWM
666
Dakota Wealth Management
Florida
$1.58M +$402K +4,553 +34%
WAS
667
Wealth Advisory Solutions
Indiana
$1.57M -$75.2K -852 -5%
KBC
668
Key Bridge Compliance
$1.57M +$1.57M +17,829 New
SAM
669
Silvercrest Asset Management
New York
$1.57M -$366K -4,150 -19%
TCOV
670
Trust Company of Vermont
Vermont
$1.56M -$113K -1,282 -7%
BBHC
671
Brown Brothers Harriman & Co
New York
$1.56M -$31.6K -358 -2%
FT
672
Fiduciary Trust
Massachusetts
$1.55M -$56.5K -640 -4%
CAC
673
Certified Advisory Corp
Florida
$1.55M +$8.12K +92 +0.5%
NI
674
Nepsis Inc
Minnesota
$1.55M -$12.5K -142 -0.8%
DIP
675
Davis Investment Partners
North Carolina
$1.55M +$19.7K +231 +1%