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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 %
CWM
1201
Cordatus Wealth Management
Pennsylvania
$394K -$7.93K -90 -2%
FLPIM
1202
F.L. Putnam Investment Management
Massachusetts
$394K +$103K +1,165 +35%
GAMC
1203
Garner Asset Management Corp
Texas
$393K +$10.5K +119 +3%
TW
1204
Transform Wealth
Colorado
$393K -$224K -2,543 -36%
SAM
1205
SignalPoint Asset Management
Missouri
$392K +$88 +1 +0%
CAM
1206
Costello Asset Management
Pennsylvania
$392K
ACP
1207
Aveo Capital Partners
Colorado
$391K +$5.21K +59 +1%
GIP
1208
Greatmark Investment Partners
Georgia
$390K +$31.5K +357 +9%
CB
1209
Centennial Bank
Arkansas
$389K +$530 +6 +0.1%
PIMG
1210
Patriot Investment Management Group
Tennessee
$388K -$228K -2,583 -37%
BP
1211
Ballentine Partners
Massachusetts
$386K +$36.5K +413 +10%
RBC
1212
Roble Belko & Company
Pennsylvania
$385K
ORC
1213
O'Rourke & Company
Massachusetts
$385K +$41.9K +474 +12%
AC
1214
AlphaCore Capital
California
$384K +$56.4K +639 +17%
RWM
1215
Ritholtz Wealth Management
New York
$383K +$28.7K +325 +8%
MCM
1216
McDonough Capital Management
Florida
$383K +$125K +1,418 +49%
QCIG
1217
Quad-Cities Investment Group
Iowa
$383K +$177 +2 +0%
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$382K +$14K +159 +4%
NPF
1219
Norris Perne & French
Michigan
$381K -$15.6K -177 -4%
BFC
1220
Blue Fin Capital
Rhode Island
$380K
AFAS
1221
Acorn Financial Advisory Services
Virginia
$379K
SMA
1222
Sage Mountain Advisors
Georgia
$379K +$12.8K +145 +3%
BFM
1223
Boston Financial Management
Massachusetts
$378K +$45K +510 +14%
HAIM
1224
Hunter Associates Investment Management
Pennsylvania
$377K +$5.2K +59 +1%
AWAP
1225
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$376K