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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 %
OPA
751
Old Port Advisors
Maine
$1.21M +$1.21M +13,720 New
CA
752
Claro Advisors
Massachusetts
$1.21M +$33.6K +381 +3%
MSS
753
Mitchell Sinkler & Starr
Pennsylvania
$1.21M +$257K +2,916 +27%
HIMC
754
Heritage Investors Management Corp
Maryland
$1.21M -$107K -1,214 -8%
SOAMC
755
Spirit of America Management Corp
New York
$1.2M -$13.2K -150 -1%
VFA
756
Voya Financial Advisors
Connecticut
$1.19M +$9.13K +103 +0.8%
FNFDCM
757
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.19M -$38.7K -439 -3%
DT
758
Diversified Trust
Tennessee
$1.19M +$175K +1,983 +17%
JSL
759
JT Stratford LLC
Georgia
$1.18M +$131K +1,486 +12%
PWP
760
Private Wealth Partners
California
$1.18M -$59.3K -672 -5%
BTWM
761
Baker Tilly Wealth Management
Wisconsin
$1.18M -$92.5K -1,048 -7%
ONSWM
762
Old North State Wealth Management
North Carolina
$1.17M +$38.7K +438 +3%
PPC
763
Park Place Capital
Alabama
$1.17M +$3.53K +40 +0.3%
EWM
764
Evermay Wealth Management
Virginia
$1.17M -$54.4K -616 -4%
CBOR
765
Community Bank of Raymore
Missouri
$1.16M
DZ Bank
766
DZ Bank
Germany
$1.16M -$252K -2,851 -18%
ACS
767
Archford Capital Strategies
Illinois
$1.15M +$224K +2,541 +24%
TIA
768
Trust Investment Advisors
Indiana
$1.14M -$44.8K -508 -4%
FCCM
769
First City Capital Management
Georgia
$1.14M -$32.2K -365 -3%
CICI
770
Capital Investment Counsel Inc
North Carolina
$1.13M +$5.03K +57 +0.4%
MFP
771
Meridian Financial Partners
Virginia
$1.12M +$5K +57 +0.4%
WJWM
772
Williams Jones Wealth Management
New York
$1.12M -$13.1K -148 -1%
IW
773
Imprint Wealth
South Carolina
$1.12M +$10.7K +121 +1%
DBRC
774
D.B. Root & Company
Pennsylvania
$1.11M +$30.1K +341 +3%
CWG
775
Cornerstone Wealth Group
North Carolina
$1.11M -$12.3K -139 -1%