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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 %
PFGIA
976
Patriot Financial Group Insurance Agency
Massachusetts
$646K +$11.7K +133 +2%
LIM
977
Longfellow Investment Management
Massachusetts
$641K +$641K +7,260 New
FAIM
978
Financial Advocates Investment Management
Washington
$639K -$28K -317 -4%
RFA
979
Resurgent Financial Advisors
Georgia
$638K +$50.3K +570 +9%
KA
980
Kovack Advisors
Florida
$636K -$29.4K -333 -4%
FPGT
981
Financial Partners Group (Tennessee)
Tennessee
$635K +$265K +3,006 +72%
CS
982
Crescent Sterling
Louisiana
$634K +$48.8K +553 +8%
CCP
983
Cassia Capital Partners
North Carolina
$632K +$12.2K +138 +2%
FHC
984
First Heartland Consultants
Missouri
$625K +$30.6K +347 +5%
NB
985
Northwest Bancshares
Pennsylvania
$624K +$113K +1,285 +22%
ESB
986
Essex Savings Bank
Connecticut
$623K +$44.7K +507 +8%
AFG
987
Albion Financial Group
Utah
$622K
WT
988
Washington Trust
Rhode Island
$620K -$5.83K -66 -0.9%
DFG
989
Delta Financial Group
New Jersey
$617K +$13.5K +153 +2%
OL
990
Optas LLC
Texas
$616K +$62K +702 +11%
JGUA
991
John G. Ullman & Associates
New York
$614K -$5.83K -66 -0.9%
HCM
992
Hodges Capital Management
Texas
$613K +$613K +6,947 New
TAM
993
Tucker Asset Management
Colorado
$611K +$230K +2,608 +60%
PCM
994
Parsons Capital Management
Rhode Island
$608K -$6.62K -75 -1%
CFG
995
Citizens Financial Group
Rhode Island
$607K -$1.5M -16,975 -71%
CA
996
CoreCap Advisors
Michigan
$606K -$11.4K -129 -2%
CWP
997
Concord Wealth Partners
Virginia
$605K -$39.9K -452 -6%
AWA
998
Arkadios Wealth Advisors
Georgia
$601K +$42.6K +483 +8%
Edgewood Management
999
Edgewood Management
Connecticut
$600K
ETC
1000
Exchange Traded Concepts
Oklahoma
$597K +$43.9K +497 +8%