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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 %
BJL
1126
Brighton Jones LLC
Washington
$458K +$79.7K +903 +21%
ACM
1127
Ategra Capital Management
Virginia
$454K +$53.2K +603 +13%
CF
1128
Centaurus Financial
California
$454K +$40.5K +458 +10%
RMDI
1129
R.M. Davis Inc
Maine
$453K -$19.9K -225 -4%
LFA
1130
Legacy Financial Advisors
Kentucky
$452K +$66.8K +757 +17%
P
1131
&Partners
Tennessee
$451K +$3.71K +42 +0.8%
PSFG
1132
Prairie Sky Financial Group
Illinois
$450K
CWM
1133
C2C Wealth Management
Arizona
$450K +$7.22K +85 +2%
SWIG
1134
Strategic Wealth Investment Group
Kentucky
$450K +$231K +2,613 +105%
NRC
1135
New Republic Capital
North Carolina
$449K +$449K +5,086 New
AF
1136
Apexium Financial
Texas
$449K +$16K +181 +4%
KA
1137
KLCM Advisors
Wisconsin
$448K
HI
1138
Hendershot Investments
Virginia
$448K
JF
1139
Jump Financial
Illinois
$447K +$160K +1,808 +56%
FWP
1140
Firethorn Wealth Partners
Georgia
$445K -$1.5K -17 -0.3%
AWM
1141
Accurate Wealth Management
Florida
$445K +$32.7K +368 +8%
BHBT
1142
Burke & Herbert Bank & Trust
Virginia
$443K -$44.7K -507 -9%
ACG
1143
Allen Capital Group
Nebraska
$440K
WP
1144
WealthPLAN Partners
Nebraska
$437K +$34.1K +386 +8%
CI
1145
Conning Inc
Connecticut
$436K +$14.1K +160 +3%
NP
1146
NorthRock Partners
Minnesota
$434K -$25.9K -293 -6%
TFS
1147
Thoroughbred Financial Services
Tennessee
$433K +$433K +4,911 New
CFA
1148
CWS Financial Advisors
Michigan
$431K -$10.2K -116 -2%
WI
1149
Wintrust Investments
Illinois
$429K +$88 +1 +0%
ST
1150
Spinnaker Trust
Maine
$428K