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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 %
SIA
826
Schechter Investment Advisors
Michigan
$965K +$179K +2,026 +23%
MCA
827
MSH Capital Advisors
Arizona
$960K -$20.2K -229 -2%
BL
828
BFSG LLC
California
$959K +$54.3K +615 +6%
First Manhattan
829
First Manhattan
New York
$953K -$27.9K -316 -3%
IAIM
830
International Assets Investment Management
Florida
$949K +$163K +1,811 +21%
IAS
831
Insigneo Advisory Services
Florida
$945K +$41.7K +472 +5%
SCI
832
Stableford Capital II
Arizona
$938K -$3.57K -40 -0.4%
BTI
833
Blue Trust Inc
Georgia
$938K +$6.82K +76 +0.7%
PWG
834
Portside Wealth Group
Utah
$933K +$70.6K +803 +8%
PCMF
835
Private Capital Management (Florida)
Florida
$931K +$150K +1,700 +19%
GWANC
836
Guardian Wealth Advisors (North Carolina)
North Carolina
$931K +$82.9K +939 +10%
1SB
837
1ST Source Bank
Indiana
$928K -$3.71K -42 -0.4%
CWS
838
Confluence Wealth Services
Pennsylvania
$925K +$77.2K +875 +9%
HFM
839
Hartford Funds Management
Pennsylvania
$924K +$361K +4,092 +64%
CW
840
Connectus Wealth
Ohio
$923K -$9.89K -112 -1%
FIA
841
Foundations Investment Advisors
Arizona
$919K -$100K -1,136 -10%
AC
842
AXQ Capital
New Jersey
$918K +$918K +10,400 New
SC
843
Schulhoff & Co
Ohio
$918K -$28.7K -325 -3%
IF
844
Intrua Financial
Texas
$917K +$117K +1,325 +15%
KWA
845
Kellett Wealth Advisors
Ohio
$917K +$33.7K +382 +4%
CA
846
Continuum Advisory
Idaho
$914K +$21.1K +239 +2%
AA
847
Advisory Alpha
Michigan
$911K +$188K +2,134 +26%
CTA
848
Chesley Taft & Associates
Illinois
$910K -$28.7K -325 -3%
ECG
849
Edge Capital Group
Georgia
$909K -$2.56M -28,966 -74%
IIM
850
InTrack Investment Management
Vermont
$908K +$207K +2,342 +29%