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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 %
THWM
801
Taylor Hoffman Wealth Management
Virginia
$1.04M
PJSIMP
802
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$49.1K -559 -5%
BFO
803
Biltmore Family Office
North Carolina
$1.03M -$19.2K -218 -2%
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$1.02M
SOS
805
Silver Oak Securities
Tennessee
$1.02M -$4.94K -56 -0.5%
SFA
806
Souders Financial Advisors
Ohio
$1.01M -$126K -1,422 -11%
MG
807
Mather Group
Illinois
$1.01M -$34.1K -386 -3%
SLI
808
Sumitomo Life Insurance
Japan
$1.01M -$13.9K -158 -1%
PTP
809
Platform Technology Partners
New York
$1M +$664K +7,523 +195%
SKK
810
Shepherd Kaplan Krochuk
Massachusetts
$998K -$59K -668 -6%
RWA
811
Rainsberger Wealth Advisors
Colorado
$998K +$30.9K +350 +3%
MWM
812
Mission Wealth Management
California
$994K -$21.4K -242 -2%
CC
813
Chicago Capital
Illinois
$993K
NC
814
NovaPoint Capital
Georgia
$983K +$140K +1,587 +17%
HSA
815
HBK Sorce Advisory
Pennsylvania
$981K -$8.03K -91 -0.8%
FMAEN1
816
Fund Management at Engine No 1
California
$973K +$87.2K +988 +10%
TFA
817
Transamerica Financial Advisors
Florida
$972K +$405K +4,585 +71%
SG Americas Securities
818
SG Americas Securities
New York
$971K -$3.55M -40,175 -79%
LWP
819
LMG Wealth Partners
Louisiana
$970K -$4.85K -55 -0.5%
AIA
820
Arbor Investment Advisors
North Carolina
$970K +$9.8K +111 +1%
EWA
821
Exencial Wealth Advisors
Oklahoma
$970K -$20.6K -233 -2%
WG
822
Welch Group
Alabama
$970K
T
823
TCWP
Ohio
$969K -$35.3K -400 -4%
CB
824
CNB Bank
Pennsylvania
$968K -$44.7K -506 -4%
WA
825
Wambolt & Associates
Colorado
$968K +$18.7K +219 +2%