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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 %
PA
701
Procyon Advisors
Connecticut
$1.42M -$72.3K -819 -5%
OHWP
702
Oak Harbor Wealth Partners
North Carolina
$1.41M -$16.9K -192 -1%
WA
703
WealthTrust Axiom
Pennsylvania
$1.41M
ANTB
704
AMG National Trust Bank
Colorado
$1.41M -$79.7K -903 -5%
HH
705
Hilltop Holdings
Texas
$1.41M +$208K +2,359 +17%
ADL
706
Asset Dedication LLC
California
$1.4M +$57.2K +649 +4%
PAM
707
Private Asset Management
California
$1.4M +$153K +1,736 +12%
GFS
708
GYL Financial Synergies
Connecticut
$1.39M +$17.2K +195 +1%
BFS
709
Bradley Foster & Sargent
Connecticut
$1.38M
BI
710
Ballast Inc
Kentucky
$1.38M +$89.5K +1,014 +7%
ATPW
711
Ashton Thomas Private Wealth
Arizona
$1.37M +$76K +861 +6%
LNWWM
712
Laird Norton Wetherby Wealth Management
California
$1.37M +$224K +2,534 +19%
CWM
713
Curi Wealth Management
North Carolina
$1.37M -$46.3K -525 -3%
CCP
714
Cunning Capital Partners
North Carolina
$1.36M +$1.36M +15,435 New
SBH
715
Segall Bryant & Hamill
Illinois
$1.36M +$8.12K +92 +0.6%
BSA
716
Bull Street Advisors
Georgia
$1.36M +$42.4K +480 +3%
ACA
717
Aptus Capital Advisors
Alabama
$1.35M +$251K +2,846 +23%
ISL
718
Ingalls & Snyder LLC
New York
$1.35M -$29K -328 -2%
ACP
719
Aviance Capital Partners
Florida
$1.34M +$11.7K +132 +0.9%
PFM
720
Premier Fund Managers
United Kingdom
$1.33M -$443K -5,000 -25%
HA
721
Hamel Associates
New Jersey
$1.33M +$186K +2,110 +16%
AOWM
722
Alpha Omega Wealth Management
Virginia
$1.33M -$29.7K -336 -2%
BSW
723
Buckingham Strategic Wealth
Missouri
$1.32M -$344K -3,899 -21%
AF
724
Allworth Financial
California
$1.31M -$456K -5,169 -26%
DCM
725
Donaldson Capital Management
Indiana
$1.31M +$24.1K +273 +2%