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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 %
BS
901
Banco Santander
Spain
$779K +$779K +8,822 New
EI
902
Ethic Inc
New York
$776K +$7.59K +86 +1%
WSFS
903
Wilmington Savings Fund Society
Delaware
$776K -$25.8K -292 -3%
KIA
904
KCM Investment Advisors
California
$775K -$51.5K -583 -6%
GLR
905
Great Lakes Retirement
Ohio
$773K +$20.3K +230 +3%
IB
906
Intrust Bank
Kansas
$770K -$7.94K -90 -1%
ECM
907
Evergreen Capital Management
Washington
$769K -$1.94K -22 -0.3%
MYIA
908
Mount Yale Investment Advisors
Colorado
$767K -$11.5K -130 -1%
GC
909
Grimes & Company
Massachusetts
$764K -$3.71K -42 -0.5%
FNBTCON
910
First National Bank & Trust Co of Newtown
Pennsylvania
$763K -$10.6K -120 -1%
RC
911
Resolution Capital
Australia
$760K +$760K +8,611 New
AWA
912
Arete Wealth Advisors
Illinois
$752K -$320K -3,622 -30%
CPC
913
Consolidated Planning Corp
Georgia
$751K -$56K -635 -7%
TC
914
Toews Corporation
New Jersey
$750K +$750K +8,500 New
AA
915
Ancora Advisors
Ohio
$749K -$78.3K -887 -9%
SC
916
Steph & Co
Wisconsin
$749K +$23.4K +265 +3%
BIM
917
Baldwin Investment Management
Pennsylvania
$744K -$117K -1,325 -14%
ACM
918
Adalta Capital Management
New York
$742K +$106K +1,201 +17%
BAM
919
Belpointe Asset Management
Nevada
$740K +$38.1K +432 +5%
CCM
920
Chiron Capital Management
Florida
$739K +$348K +3,945 +89%
CA
921
Cornerstone Advisory
Maryland
$737K +$22.2K +252 +3%
GVAG
922
Great Valley Advisor Group
Delaware
$735K +$20.8K +236 +3%
WBCM
923
Wilson & Boucher Capital Management
California
$731K -$3.53K -40 -0.5%
CI
924
Cigna Investments
Connecticut
$731K -$93.8K -1,063 -11%
CIC
925
Carnegie Investment Counsel
Ohio
$731K +$31.6K +358 +5%