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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 %
BMA
776
Brooks Moore & Associates
Tennessee
$1.11M -$69.9K -792 -6%
AB
777
Atlas Brown
Kentucky
$1.11M +$79.8K +904 +8%
GSB
778
Greenfield Savings Bank
Massachusetts
$1.11M -$4.77K -54 -0.4%
SGI
779
Summit Global Investments
Utah
$1.11M -$758K -8,587 -41%
MLA
780
My Legacy Advisors
Oregon
$1.11M +$53.2K +606 +5%
GCM
781
Gables Capital Management
Florida
$1.1M +$32.2K +365 +3%
NCM
782
Novare Capital Management
North Carolina
$1.1M -$4.34M -49,124 -80%
HT
783
Heritage Trust
Oklahoma
$1.1M -$34.3K -389 -3%
TI
784
Tidal Investments
Wisconsin
$1.09M +$179K +2,026 +20%
FNC
785
First National Corp
Massachusetts
$1.09M -$70.3K -797 -6%
NFC
786
Northeast Financial Consultants
Connecticut
$1.09M
EF
787
Empowered Funds
Pennsylvania
$1.08M -$3.18K -36 -0.3%
BHA
788
Beech Hill Advisors
New York
$1.08M +$41.9K +475 +4%
NL
789
NVWM LLC
Pennsylvania
$1.08M +$89.7K +1,016 +9%
EM
790
Excalibur Management
Massachusetts
$1.08M +$120K +1,361 +13%
LC
791
LCNB Corp
Ohio
$1.07M -$11.5K -130 -1%
CIAS
792
CFS Investment Advisory Services
New Jersey
$1.07M +$759K +8,595 +240%
FFN
793
Focus Financial Network
Minnesota
$1.07M +$131K +1,488 +14%
BCA
794
Bay Colony Advisors
Massachusetts
$1.06M +$141K +1,593 +15%
SC
795
Sawyer & Company
Massachusetts
$1.05M -$2.21K -25 -0.2%
OAM
796
Occidental Asset Management
California
$1.05M +$30.4K +344 +3%
MWM
797
Meridian Wealth Management
Kentucky
$1.04M +$29.3K +332 +3%
EP
798
Eudaimonia Partners
Tennessee
$1.04M -$14.4K -163 -1%
PAA
799
Peregrine Asset Advisers
Oregon
$1.04M -$5.56K -63 -0.5%
Aviva
800
Aviva
United Kingdom
$1.04M