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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 %
WAP
851
Wealthcare Advisory Partners
Pennsylvania
$904K +$72.2K +818 +9%
AIP
852
Ameritas Investment Partners
Nebraska
$902K -$35.3K -400 -4%
JAG
853
Journey Advisory Group
Kentucky
$901K -$7.06K -80 -0.8%
CB
854
Cadence Bank
Mississippi
$897K -$25.9K -293 -3%
9WM
855
9258 Wealth Management
Ohio
$896K +$971 +11 +0.1%
HTC
856
Haverford Trust Company
Pennsylvania
$894K -$111K -1,261 -11%
CWM
857
Cornerstone Wealth Management
Missouri
$887K +$148K +1,674 +20%
SWM
858
Spire Wealth Management
Virginia
$882K +$18.3K +207 +2%
SWM
859
SeaCrest Wealth Management
New York
$882K +$7.33K +83 +0.8%
WPP
860
Whalerock Point Partners
Rhode Island
$880K -$22.1K -250 -2%
AMBIA
861
Allen Mooney & Barnes Investment Advisors
Georgia
$880K +$245K +2,776 +39%
NRS
862
Neville Rodie & Shaw
New York
$879K
DFA
863
Delta Financial Advisors
Louisiana
$875K +$14.7K +167 +2%
HKIM
864
Hayek Kallen Investment Management
Alabama
$875K +$1.68K +19 +0.2%
VT
865
Vise Technologies
New York
$868K +$38.7K +439 +5%
MAM
866
Mystic Asset Management
Rhode Island
$861K -$101K -1,148 -11%
ACM
867
Allred Capital Management
Texas
$845K -$14.2K -161 -2%
ACM
868
AlphaStar Capital Management
North Carolina
$841K +$206K +2,337 +33%
UBV
869
United Bank (Virginia)
Virginia
$834K -$53K -601 -6%
VA
870
Vident Advisory
Georgia
$831K +$831K +9,418 New
MW
871
Marcum Wealth
Ohio
$830K -$78.5K -889 -9%
LHC
872
Little House Capital
Massachusetts
$829K +$47.9K +543 +6%
PWM
873
Perigon Wealth Management
California
$829K +$149K +1,683 +22%
KMWM
874
Keudell/Morrison Wealth Management
Oregon
$825K -$123K -1,398 -13%
WT
875
Whittier Trust
California
$824K +$15.1K +171 +2%