DUK icon

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 %
TCM
676
Teza Capital Management
Illinois
$1.54M +$1.08M +12,187 +231%
ET
677
Equitable Trust
Tennessee
$1.54M +$93.4K +1,058 +6%
IWM
678
IHT Wealth Management
Illinois
$1.54M +$49K +555 +3%
IIM
679
Ipswich Investment Management
Massachusetts
$1.53M -$15.8K -179 -1%
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$1.52M -$38K -430 -2%
Connor, Clark & Lunn Investment Management (CC&L)
681
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.52M +$1.07M +12,073 +233%
MWA
682
MFA Wealth Advisors
Pennsylvania
$1.52M +$101K +1,139 +7%
ECA
683
Elevated Capital Advisors
Utah
$1.51M -$22K -249 -1%
EFS
684
Essex Financial Services
Connecticut
$1.51M +$375K +4,252 +33%
MMPW
685
Mitchell McLeod Pugh & Williams
Alabama
$1.51M +$114K +1,295 +8%
FPAS
686
Focus Partners Advisor Solutions
Missouri
$1.51M +$656K +7,434 +77%
NAM
687
NTV Asset Management
West Virginia
$1.5M -$5.74K -65 -0.4%
MSA
688
Marino Stram & Associates
Massachusetts
$1.49M +$36.5K +414 +3%
WWM
689
Wagner Wealth Management
South Carolina
$1.49M +$191K +2,168 +15%
GW
690
GW & Wade
Massachusetts
$1.47M +$4.68K +53 +0.3%
B
691
Bellecapital
Switzerland
$1.46M +$23.6K +267 +2%
TBA
692
Tower Bridge Advisors
Pennsylvania
$1.45M +$28.1K +318 +2%
WA
693
Wealth Alliance
New York
$1.45M +$137K +1,547 +10%
TPA
694
Trivium Point Advisory
Connecticut
$1.45M +$21K +245 +1%
ONB
695
Old National Bancorp
Indiana
$1.45M -$52K -589 -3%
AIMCA
696
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.44M
AWM
697
Axxcess Wealth Management
California
$1.44M +$486K +5,502 +51%
CK
698
Cohen Klingenstein
New York
$1.43M
FTDI
699
First Trust Direct Indexing
Massachusetts
$1.43M +$233K +2,636 +19%
PWW
700
Pettyjohn Wood & White
Virginia
$1.42M +$7.06K +80 +0.5%