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Duke Energy

1,808 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-20
Holders Change %
-1.09%
% of All Funds
28.94%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
138
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
1126
CWS Financial Advisors
Michigan
$505K +$50.9K +528 +11%
AWM
1127
Accurate Wealth Management
Florida
$500K -$39.4K -397 -7%
SWA
1128
Sutton Wealth Advisors
Florida
$500K +$9.65K +100 +2%
DWM
1129
Destination Wealth Management
California
$500K +$117K +1,211 +30%
FDDB
1130
Fidelity D&D Bancorp
Pennsylvania
$500K +$500K +5,166 New
MA
1131
MBA Advisors
Pennsylvania
$499K
NA
1132
Navellier & Associates
Nevada
$498K +$12.6K +131 +3%
CA
1133
Crewe Advisors
Utah
$498K -$6.66K -69 -1%
FPGK
1134
Financial Partners Group (Kansas)
Kansas
$497K +$193 +2 +0%
BG
1135
Benedetti & Gucer
Georgia
$497K +$497K +5,157 New
ACG
1136
Allen Capital Group
Nebraska
$497K +$497K +5,151 New
BAM
1137
Blueshift Asset Management
New Jersey
$495K +$495K +5,128 New
SS
1138
Sunbelt Securities
Texas
$494K +$33.5K +348 +7%
BFM
1139
Boston Financial Management
Massachusetts
$493K -$3.18K -33 -0.6%
O
1140
Ossiam
France
$493K -$333K -3,447 -40%
GP
1141
Girard Partners
Pennsylvania
$490K
Fisher Asset Management
1142
Fisher Asset Management
Washington
$489K +$23K +238 +5%
HI
1143
Hendershot Investments
Virginia
$489K -$49.2K -510 -9%
RFA
1144
Resurgent Financial Advisors
Georgia
$489K -$134K -1,393 -22%
BFIM
1145
Beese Fulmer Investment Management
Ohio
$487K -$1.45K -15 -0.3%
WP
1146
WealthPLAN Partners
Nebraska
$487K -$304K -3,151 -38%
MSFP
1147
Mark Sheptoff Financial Planning
Connecticut
$484K
HA
1148
Hamel Associates
New Jersey
$483K
C
1149
CEDRUS
Colorado
$483K +$30.5K +316 +7%
CFO
1150
Callan Family Office
Pennsylvania
$482K +$177K +1,830 +58%