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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 %
FA
926
FDx Advisors
Illinois
$730K -$585K -6,632 -45%
VAM
927
Verity Asset Management
North Carolina
$728K +$105K +1,190 +17%
GI
928
Gradient Investments
Minnesota
$724K -$15.1K -171 -2%
CAI
929
Capital Advisors Inc
Oklahoma
$722K +$25.4K +288 +4%
KFGK
930
Keystone Financial Group (Kentucky)
Kentucky
$720K +$9.09K +103 +1%
WWM
931
Western Wealth Management
Colorado
$719K +$22.6K +256 +3%
GS
932
GTS Securities
New York
$713K +$713K +8,075 New
SWM
933
Segment Wealth Management
Texas
$710K +$13.8K +156 +2%
CW
934
CreativeOne Wealth
Kansas
$710K -$667K -7,564 -48%
APG
935
Abacus Planning Group
South Carolina
$709K +$1.06K +12 +0.1%
MFG
936
MidWestOne Financial Group
Iowa
$708K -$51.2K -580 -7%
AAG
937
Armstrong Advisory Group
Massachusetts
$707K +$6.09K +69 +0.9%
MCIA
938
Mountain Capital Investment Advisors
Colorado
$706K -$612K -6,928 -46%
NFSG
939
Newbridge Financial Services Group
Florida
$705K -$42.1K -477 -6%
MS
940
Madden Securities
Texas
$702K -$1.77K -20 -0.3%
RCAG
941
Rehmann Capital Advisory Group
Michigan
$701K -$1.5K -17 -0.2%
LSPW
942
Lake Street Private Wealth
Illinois
$701K +$1.51K +17 +0.2%
BHIA
943
Birch Hill Investment Advisors
Massachusetts
$696K
DAM
944
Doheny Asset Management
California
$696K
FPFS
945
First Personal Financial Services
North Carolina
$696K -$7.68K -87 -1%
CIA
946
Cape Investment Advisory
Georgia
$695K +$23.2K +263 +3%
FCAS
947
First Command Advisory Services
Texas
$692K +$692K +7,839 New
WPC
948
Wedmont Private Capital
Pennsylvania
$691K -$38.9K -441 -5%
CAM
949
Centre Asset Management
New York
$691K -$10.7K -121 -2%
PA
950
Prossimo Advisors
California
$691K +$5.29K +60 +0.8%