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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 %
VA
1151
Valmark Advisers
Ohio
$482K -$22.9K -237 -5%
MCWS
1152
McKinley Carter Wealth Services
West Virginia
$481K -$8.2K -85 -2%
GWP
1153
Gateway Wealth Partners
Wisconsin
$480K +$7.62K +79 +2%
WDA
1154
Wendell David Associates
New Hampshire
$479K +$33.8K +350 +8%
CT
1155
Coastline Trust
Rhode Island
$475K +$11.6K +120 +2%
FWP
1156
Firethorn Wealth Partners
Georgia
$475K +$595 +6 +0.1%
PA
1157
PSI Advisors
Florida
$474K +$41.1K +426 +9%
ST
1158
Spinnaker Trust
Maine
$474K -$112K -1,165 -19%
AC
1159
AXQ Capital
New Jersey
$473K +$268K +2,780 +131%
MIC
1160
Means Investment Company
Maine
$472K -$8.78K -91 -2%
SGK
1161
Steigerwald Gordon & Koch
Virginia
$472K -$34.9K -362 -7%
BHPW
1162
Beverly Hills Private Wealth
California
$470K +$51.1K +530 +12%
ICA
1163
Infrastructure Capital Advisors
New York
$470K +$201K +2,079 +74%
CAM
1164
Cypress Asset Management
Texas
$469K +$62.7K +650 +15%
SWM
1165
Silverlake Wealth Management
Vermont
$469K -$37.7K -391 -7%
HWA
1166
Heritage Wealth Advisors
Virginia
$468K
SIC
1167
Sigma Investment Counselors
Michigan
$467K +$28K +290 +6%
WI
1168
Wintrust Investments
Illinois
$466K +$22.3K +231 +5%
CHA
1169
Carmichael Hill & Associates
Maryland
$465K +$29.7K +308 +7%
WFM
1170
Wolff Financial Management
Michigan
$464K
MM
1171
MQS Management
New York
$464K +$464K +4,807 New
BFC
1172
Bedel Financial Consulting
Indiana
$462K
SP
1173
Symmetry Partners
Connecticut
$461K
DSC
1174
Duncker Streett & Co
Missouri
$459K -$36.5K -378 -7%
ABC
1175
Associated Banc-Corp
Wisconsin
$458K -$144K -1,497 -24%