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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 %
LWAM
951
Legacy Wealth Asset Management
Minnesota
$687K +$4.5K +51 +0.7%
PI
952
PFG Investments
New York
$684K +$97.6K +1,106 +17%
MAM
953
Madison Asset Management
Wisconsin
$684K -$3.35K -38 -0.5%
FBB
954
Fulton Breakefield Broenniman
Maryland
$678K -$21.6K -245 -3%
WHC
955
Wulff, Hansen & Co
California
$677K
IBOK
956
Independence Bank of Kentucky
Kentucky
$674K -$128K -1,445 -16%
RCM
957
Radnor Capital Management
Pennsylvania
$672K -$19K -215 -3%
BONH
958
Bank of New Hampshire
New Hampshire
$672K -$10.2K -115 -1%
RWB
959
RMR Wealth Builders
New Jersey
$672K +$422K +4,783 +169%
MS
960
Maven Securities
Jersey
$672K +$672K +7,609 New
HNWAG
961
High Net Worth Advisory Group
Florida
$668K
CD
962
Chapin Davis
Maryland
$666K
CCWM
963
Cassaday & Co Wealth Management
Virginia
$666K +$54.8K +621 +9%
OIA
964
Optimum Investment Advisors
Illinois
$665K
IAMOG
965
Investors Asset Management of Georgia
Georgia
$664K +$496K +9,715 +295%
FVWA
966
Foster Victor Wealth Advisors
South Carolina
$664K +$4.35K +50 +0.7%
WI
967
WrapManager Inc
California
$663K -$79.6K -902 -11%
HCP
968
Hexagon Capital Partners
Arkansas
$663K +$105K +1,187 +19%
CS
969
Capital Square
Tennessee
$659K -$16.2K -184 -2%
NIM
970
NEOS Investment Management
Connecticut
$659K +$659K +7,466 New
PA
971
PSI Advisors
Florida
$659K +$92.9K +1,053 +16%
BB
972
Busey Bank
Illinois
$657K -$69.9K -792 -10%
SFI
973
SPC Financial Inc
Maryland
$652K +$49.3K +559 +8%
LCM
974
Landscape Capital Management
New Jersey
$651K +$651K +7,377 New
SL
975
Salomon & Ludwin
Virginia
$646K +$6K +68 +0.9%