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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 %
DSC
1176
Duncker Streett & Co
Missouri
$408K
CCS
1177
Concentric Capital Strategies
Connecticut
$407K +$407K +4,607 New
HI
1178
Hudock Inc
Pennsylvania
$406K +$883 +10 +0.2%
CCA
1179
Cobblestone Capital Advisors
New York
$405K +$46.3K +525 +13%
MA
1180
MONECO Advisors
Connecticut
$405K +$24.4K +276 +6%
BC
1181
Burney Company
Virginia
$403K -$111K -1,255 -22%
MIC
1182
Means Investment Company
Maine
$403K -$25.2K -285 -6%
IGWM
1183
ICA Group Wealth Management
Colorado
$402K -$89.6K -1,019 -18%
FMB
1184
Field & Main Bank
Kentucky
$402K -$15.4K -175 -4%
Lazard Asset Management
1185
Lazard Asset Management
New York
$402K -$225K -2,559 -36%
CAM
1186
Campion Asset Management
Virginia
$401K
PWP
1187
Phillips Wealth Planners
Mississippi
$400K +$5.88K +67 +1%
EWA
1188
ERTS Wealth Advisors
Michigan
$400K -$11.3K -128 -3%
GIA
1189
Gladstone Institutional Advisory
Florida
$399K -$66.5K -753 -14%
CAAS
1190
Capital Asset Advisory Services
Michigan
$397K -$242K -2,697 -38%
ALAM
1191
Asahi Life Asset Management
Japan
$397K +$244K +2,770 +160%
BS
1192
Bessemer Securities
New York
$397K -$154K -1,750 -28%
AL
1193
Aspiriant LLC
California
$397K +$99.7K +1,129 +34%
LWM
1194
Laidlaw Wealth Management
New York
$396K -$434K -4,918 -52%
PIA
1195
Pinion Investment Advisors
Kansas
$396K +$58.3K +660 +17%
QC
1196
Quent Capital
New York
$395K -$410K -4,641 -51%
RFA
1197
Register Financial Advisors
Georgia
$395K +$35.5K +402 +10%
SIM
1198
Sentry Investment Management
Wisconsin
$395K -$75.8K -859 -16%
HFAS
1199
Hummer Financial Advisory Services
Illinois
$395K
HWA
1200
Heritage Wealth Advisors
Virginia
$394K -$33.9K -384 -8%