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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 %
NSEDCP
726
NJ State Employees Deferred Compensation Plan
New Jersey
$1.3M
MIM
727
MTM Investment Management
South Carolina
$1.29M -$27.4K -310 -2%
SIM
728
Studio Investment Management
Illinois
$1.29M +$803K +9,100 +166%
ZIC
729
ZWJ Investment Counsel
Georgia
$1.29M -$44.7K -507 -3%
WDG
730
Wealth Dimensions Group
Ohio
$1.28M +$98.5K +1,116 +8%
SFS
731
Stiles Financial Services
Minnesota
$1.28M +$117K +1,323 +10%
NWM
732
Northcape Wealth Management
New York
$1.28M -$21.8K -247 -2%
CAM
733
Columbia Asset Management
Michigan
$1.27M +$14.1K +160 +1%
PG
734
Patten Group
Tennessee
$1.27M -$18.6K -211 -1%
CCT
735
Chemung Canal Trust
New York
$1.27M -$224K -2,541 -15%
PPW
736
Parcion Private Wealth
Washington
$1.26M +$16.6K +188 +1%
BOH
737
Bank of Hawaii
Hawaii
$1.25M
PTC
738
Private Trust Company
Ohio
$1.24M -$17.3K -196 -1%
RA
739
RFG Advisory
Alabama
$1.24M +$203K +2,298 +20%
MNBTD
740
Moody National Bank Trust Division
Texas
$1.24M -$942K -10,669 -43%
JCM
741
Jacobi Capital Management
Pennsylvania
$1.23M +$32.6K +369 +3%
JWM
742
Jeppson Wealth Management
California
$1.23M -$25K -283 -2%
GAM
743
Grandview Asset Management
Pennsylvania
$1.23M -$100K -1,135 -8%
MHIC
744
Marble Harbor Investment Counsel
Massachusetts
$1.23M
FCM
745
Fourpath Capital Management
Oklahoma
$1.22M -$1.5K -17 -0.1%
TL
746
Tradewinds LLC
North Carolina
$1.22M +$25K +283 +2%
BMSSC
747
B. Metzler seel. Sohn & Co
Germany
$1.22M -$1.02M -11,580 -46%
SAG
748
SageView Advisory Group
California
$1.22M -$230K -2,603 -16%
ClearBridge Investments
749
ClearBridge Investments
New York
$1.22M
SBIA
750
Sheaff Brock Investment Advisors
Indiana
$1.21M -$47.6K -539 -4%