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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 %
CAL
1176
Capital Analysts LLC
Pennsylvania
$458K +$8K +83 +2%
WTC
1177
WhitTier Trust Company
Nevada
$457K -$5.4K -56 -1%
PWMAG
1178
Pinnacle Wealth Management Advisory Group
New Jersey
$456K -$37K -384 -8%
KA
1179
KLCM Advisors
Wisconsin
$456K -$96.5K -1,000 -17%
RWM
1180
Ritholtz Wealth Management
New York
$456K -$25.1K -260 -5%
PFT
1181
Providence First Trust
Arizona
$456K -$9.65K -100 -2%
AF
1182
Apexium Financial
Texas
$454K +$2.22K +23 +0.5%
ALAM
1183
Asahi Life Asset Management
Japan
$451K +$451K +4,680 New
SN
1184
Sittner & Nelson
Oregon
$451K +$19.4K +201 +4%
FMB
1185
Field & Main Bank
Kentucky
$450K +$24.5K +254 +6%
BFAG
1186
Blackston Financial Advisory Group
Florida
$450K -$6.75K -70 -1%
GB
1187
Goepper Burkhardt
South Carolina
$450K -$96 -1 -0%
WIA
1188
Westbourne Investment Advisors
Maryland
$443K
CI
1189
CX Institutional
Indiana
$442K +$11.9K +125 +3%
HI
1190
Hudock Inc
Pennsylvania
$442K +$868 +9 +0.2%
AWE
1191
Avidian Wealth Enterprises
Texas
$440K +$77K +798 +21%
GI
1192
GAMCO Investors
Connecticut
$440K
PTC
1193
Petrus Trust Company
Texas
$440K +$440K +4,556 New
MA
1194
MONECO Advisors
Connecticut
$439K +$108K +1,117 +33%
TIA
1195
Tiemann Investment Advisors
California
$438K -$8.68K -90 -2%
CFO
1196
CVA Family Office
Colorado
$437K +$52.6K +545 +14%
EWA
1197
ERTS Wealth Advisors
Michigan
$436K -$133K -1,382 -23%
BWM
1198
BCGM Wealth Management
Indiana
$436K -$67.7K -702 -13%
CAM
1199
Campion Asset Management
Virginia
$436K
AIM
1200
Aigen Investment Management
New York
$435K +$104K +1,079 +31%