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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 %
DP
876
Dearborn Partners
Illinois
$824K -$61.2K -693 -7%
TWM
877
Thrive Wealth Management
Pennsylvania
$820K +$52.2K +591 +7%
MWM
878
Maltin Wealth Management
New Jersey
$820K +$7.94K +90 +1%
MAM
879
MWA Asset Management
Massachusetts
$817K +$817K +9,255 New
MIM
880
Morningstar Investment Management
Illinois
$815K
RIA
881
Realta Investment Advisors
Delaware
$815K
MW
882
MBL Wealth
North Carolina
$814K -$44.9K -509 -5%
PA
883
Parallel Advisors
California
$813K +$63.2K +716 +8%
SFG
884
SevenBridge Financial Group
Pennsylvania
$810K -$93.4K -1,058 -10%
NP
885
Nilsine Partners
Colorado
$810K +$794 +9 +0.1%
LWA
886
Lineweaver Wealth Advisors
Ohio
$809K +$38.2K +433 +5%
WFS
887
Widmann Financial Services
Maryland
$809K +$42.4K +480 +6%
TTWM
888
TCV Trust & Wealth Management
Virginia
$806K +$80.9K +917 +11%
VCM
889
Violich Capital Management
California
$805K
Fisher Asset Management
890
Fisher Asset Management
Washington
$799K -$202K -2,288 -20%
EWM
891
EPG Wealth Management
Georgia
$799K +$45.1K +511 +6%
OC
892
Oakworth Capital
Alabama
$798K -$3.09K -35 -0.4%
AGAM
893
Audent Global Asset Management
California
$795K +$795K +9,010 New
WGAM
894
Wilkinson Global Asset Management
New York
$794K
CAG
895
Crestwood Advisors Group
Massachusetts
$793K +$484K +5,480 +156%
CCA
896
Checchi Capital Advisers
California
$793K +$11.7K +133 +2%
HPC
897
HM Payson & Co
Maine
$790K +$76.3K +865 +11%
PEA
898
Park Edge Advisors
Ohio
$790K +$136K +1,545 +21%
FG
899
Fiduciary Group
Georgia
$785K
QCG
900
Quadrant Capital Group
Ohio
$781K +$242K +2,746 +45%