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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 %
LA
1226
LVW Advisors
New York
$375K +$375K +4,253 New
PP
1227
Paloma Partners
Connecticut
$375K +$375K +4,252 New
CI
1228
CX Institutional
Indiana
$374K +$24.2K +274 +7%
AWA
1229
AmeriServ Wealth Advisors
Pennsylvania
$371K -$33K -374 -8%
BCA
1230
Bray Capital Advisors
Florida
$371K
LA
1231
Latitude Advisors
Florida
$371K +$3.18K +36 +0.9%
HW
1232
Hancock Whitney
Mississippi
$368K -$177K -2,007 -33%
WLIM
1233
White Lighthouse Investment Management
Massachusetts
$367K
DJSG
1234
D.J. St. Germain
Massachusetts
$366K +$25.9K +294 +8%
CGH
1235
CMG Global Holdings
Texas
$366K
PWAM
1236
Pinnacle West Asset Management
Wyoming
$366K +$11K +125 +3%
CWS
1237
Cypress Wealth Services
California
$365K
KS
1238
Karpas Strategies
Connecticut
$365K +$883 +10 +0.2%
NFG
1239
Nations Financial Group
Iowa
$364K +$47.6K +539 +15%
WIC
1240
Wilkins Investment Counsel
Massachusetts
$364K
TIMH
1241
Tilt Investment Management Holdings
New York
$363K
Man Group
1242
Man Group
United Kingdom
$362K -$946K -10,536 Closed
EFG
1243
Everhart Financial Group
Ohio
$361K +$108K +1,219 +42%
OBWG
1244
Onyx Bridge Wealth Group
New York
$361K +$361K +4,088 New
AF
1245
Aldebaran Financial
$360K -$26.5K -300 -7%
LCM
1246
LVM Capital Management
Michigan
$359K
OCG
1247
Opus Capital Group
Ohio
$358K
HIA
1248
Harbor Investment Advisory
Maryland
$358K -$2.91K -33 -0.8%
AAIS
1249
ABN AMRO Investment Solutions
$358K +$46.1K +522 +15%
CRI
1250
Colonial River Investments
Virginia
$357K -$163K -1,846 -31%