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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 %
EA
1051
Eudaimonia Advisors
Tennessee
$540K +$177 +2 +0%
CA
1052
Clearstead Advisors
Ohio
$539K +$279K +3,157 +107%
SSB
1053
Sandy Spring Bank
Maryland
$534K +$57.5K +651 +12%
SWM
1054
Stockman Wealth Management
Montana
$533K -$46.2K -524 -8%
VWA
1055
Visionary Wealth Advisors
Illinois
$533K -$3.62K -41 -0.7%
BFS
1056
Bard Financial Services
Connecticut
$532K +$7.5K +85 +1%
LF
1057
Lantz Financial
Illinois
$532K +$2.74K +31 +0.5%
C
1058
CEDRUS
Colorado
$530K +$67.4K +764 +15%
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$530K
FHB
1060
First Hawaiian Bank
Hawaii
$529K -$14.5K -164 -3%
GCMG
1061
Gyroscope Capital Management Group
Florida
$527K +$7.94K +90 +2%
GWM
1062
GSB Wealth Management
Connecticut
$527K +$1.85K +21 +0.4%
IIM
1063
INTECH Investment Management
Florida
$525K -$1.52M -17,227 -74%
STA
1064
Summit Trail Advisors
New York
$525K +$147K +1,671 +39%
CSIC
1065
Clifford Swan Investment Counsel
California
$525K +$794 +9 +0.2%
SF
1066
Summit Financial
New Jersey
$524K -$794 -9 -0.2%
MMG
1067
Monetary Management Group
Missouri
$524K
LBC
1068
Lowe Brockenbrough & Co
Virginia
$521K +$1.85K +21 +0.4%
VA
1069
Valmark Advisers
Ohio
$520K -$21.6K -245 -4%
RCM
1070
RB Capital Management
Nevada
$519K -$15.5K -176 -3%
GSEP
1071
Golden State Equity Partners
California
$518K +$14.1K +160 +3%
CSC
1072
Caldwell Sutter Capital
California
$513K +$35K +397 +7%
PFA
1073
Petra Financial Advisors
Colorado
$511K +$13.2K +150 +3%
LIA
1074
LBMC Investment Advisors
Tennessee
$510K -$3.95K -46 -0.8%
CGL
1075
Clarius Group LLC
Washington
$510K -$148K -1,679 -23%