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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 %
SWM
1151
Silverlake Wealth Management
Vermont
$427K -$24.3K -275 -5%
FM
1152
Family Management
New York
$427K -$39.5K -447 -8%
SGK
1153
Steigerwald Gordon & Koch
Virginia
$426K -$2.91K -33 -0.7%
BWM
1154
Birchcreek Wealth Management
Ohio
$426K +$27K +306 +7%
CHA
1155
Carmichael Hill & Associates
Maryland
$425K +$18.3K +207 +4%
WFM
1156
Wolff Financial Management
Michigan
$425K
BFC
1157
Bedel Financial Consulting
Indiana
$424K
SS
1158
Sunbelt Securities
Texas
$423K -$30.7K -348 -7%
MSFP
1159
Mark Sheptoff Financial Planning
Connecticut
$422K
SP
1160
Symmetry Partners
Connecticut
$422K
CFS
1161
Commonwealth Financial Services
West Virginia
$422K +$422K +4,778 New
KA
1162
Kure Advisory
Minnesota
$421K +$421K +4,769 New
TIA
1163
Tiemann Investment Advisors
California
$420K -$2.21K -25 -0.5%
SWS
1164
SYSTM Wealth Solutions
Illinois
$418K -$213K -2,413 -34%
TIA
1165
Traphagen Investment Advisors
New Jersey
$412K -$10.8K -122 -3%
FRM
1166
Fox Run Management
Connecticut
$412K +$412K +4,668 New
CFO
1167
CVA Family Office
Colorado
$412K +$15K +170 +4%
GWAG
1168
Garrett Wealth Advisory Group
Texas
$411K +$4.41K +50 +1%
MCWS
1169
McKinley Carter Wealth Services
West Virginia
$411K -$29.2K -331 -7%
P
1170
Pitcairn
Pennsylvania
$411K +$101K +1,141 +32%
GB
1171
Goepper Burkhardt
South Carolina
$411K
CT
1172
Clearstead Trust
Maine
$411K
GP
1173
Girard Partners
Pennsylvania
$411K -$10.5K -119 -2%
BFIM
1174
Beese Fulmer Investment Management
Ohio
$409K -$24.1K -273 -6%
WA
1175
Waddell & Associates
Tennessee
$409K -$3.09K -35 -0.7%