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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 %
PAMG
1001
Patton Albertson Miller Group
Tennessee
$597K -$73.1K -828 -11%
WFG
1002
Wills Financial Group
Virginia
$596K -$70.3K -796 -11%
CFS
1003
Cannon Financial Strategists
Georgia
$596K
MAS
1004
Meeder Advisory Services
Ohio
$596K -$312K -3,538 -34%
FFBTD
1005
First Financial Bank - Trust Division
Ohio
$594K -$14.4K -163 -2%
WPC
1006
Waters Parkerson & Co
Louisiana
$592K +$5.83K +66 +1%
CFCI
1007
Comprehensive Financial Consultants Institutional
Indiana
$592K -$3.09K -35 -0.5%
SFG
1008
Summit Financial Group
West Virginia
$591K -$8.83K -100 -1%
CFG
1009
Cooper Financial Group
California
$589K +$9.36K +106 +2%
CPSAC
1010
Chas P. Smith & Associates (CPS)
Florida
$588K +$6.44K +73 +1%
KCPG
1011
Kavar Capital Partners Group
Kansas
$588K
IAS
1012
Investment Advisory Services
Texas
$586K -$38.7K -438 -6%
FFC
1013
First Financial Corp
Indiana
$583K +$45.4K +514 +8%
FFWM
1014
Future Financial Wealth Management
Ohio
$582K +$37K +419 +7%
OWA
1015
Octavia Wealth Advisors
Ohio
$582K +$99.7K +1,130 +21%
MIP
1016
Marietta Investment Partners
Wisconsin
$581K
PAG
1017
Powers Advisory Group
Illinois
$581K +$4.24K +48 +0.7%
UBG
1018
United Bank (Georgia)
Georgia
$579K -$347K -3,933 -37%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$578K -$175K -1,984 -23%
WTC
1020
WhitTier Trust Company
Nevada
$578K -$9K -102 -2%
FAM
1021
Formidable Asset Management
Ohio
$575K +$706 +8 +0.1%
AIC
1022
Archer Investment Corporation
Indiana
$575K +$6K +68 +1%
RWA
1023
Ropes Wealth Advisors
Massachusetts
$572K -$110K -1,241 -16%
BG
1024
Benedetti & Gucer
Georgia
$570K +$68.1K +772 +14%
CSI
1025
Cross Staff Investments
New York
$569K -$35.1K -398 -6%