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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 %
WMA
1026
Wealth Management Associates
New Jersey
$569K +$2.21K +25 +0.4%
MCM
1027
Manchester Capital Management
Vermont
$569K +$22K +249 +4%
DA
1028
Doliver Advisors
Texas
$568K +$18.1K +205 +3%
BIA
1029
Bigelow Investment Advisors
Maine
$568K
KC
1030
Kingfisher Capital
North Carolina
$568K -$15.8K -179 -3%
W
1031
Wealthquest
Ohio
$568K +$204K +2,315 +56%
KFA
1032
Kapstone Financial Advisors
Ohio
$566K +$1.15K +13 +0.2%
KCM
1033
Kanawha Capital Management
Virginia
$565K -$10.3K -117 -2%
AFP
1034
Ausdal Financial Partners
Iowa
$565K +$31K +351 +6%
APIM
1035
Agate Pass Investment Management
Washington
$565K -$24.3K -275 -4%
RAG
1036
RIA Advisory Group
Iowa
$564K +$88 +1 +0%
Marshall Wace
1037
Marshall Wace
United Kingdom
$561K -$22.3M -252,504 -98%
XF
1038
XML Financial
Maryland
$559K +$1.5K +17 +0.3%
FIM
1039
Fruth Investment Management
Texas
$558K
VVP
1040
Venture Visionary Partners
Ohio
$557K +$32K +362 +6%
RPCONE
1041
Retirement Planning Company of New England
Rhode Island
$555K -$86K -974 -13%
WA
1042
WBH Advisory
Maryland
$554K -$21.7K -246 -4%
WCM
1043
Washington Capital Management
Washington
$554K
OFG
1044
OmniStar Financial Group
North Carolina
$552K -$2.03K -23 -0.4%
TCMP
1045
Thrive Capital Management (Pennsylvania)
Pennsylvania
$552K -$11.1K -126 -2%
GIA
1046
Guyasuta Investment Advisors
Pennsylvania
$551K -$19.9K -225 -3%
CAM
1047
Carret Asset Management
New York
$551K +$88 +1 +0%
AWM
1048
Avior Wealth Management
Nebraska
$548K
HL
1049
HeadInvest LLC
Maine
$546K -$8.54K -100 -2%
GEA
1050
Glen Eagle Advisors
New Jersey
$545K -$46.1K -522 -8%