DUK icon

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 %
CFP
1251
Catalyst Financial Partners
Massachusetts
$355K +$78.9K +894 +29%
PA
1252
Probity Advisors
Texas
$355K +$5.56K +63 +2%
DI
1253
DFPG Investments
Utah
$354K -$305K -3,468 -46%
WPI
1254
Walter Public Investments
Canada
$353K -$132K -1,500 -27%
EWM
1255
Empirical Wealth Management
Washington
$352K +$101K +1,145 +40%
CCA
1256
Childress Capital Advisors
Texas
$351K +$351K +3,993 New
MAP
1257
Milestone Advisory Partners
North Carolina
$351K
BFA
1258
Bill Few Associates
Pennsylvania
$350K
BFAG
1259
Blackston Financial Advisory Group
Florida
$350K -$7.33K -83 -2%
AO
1260
Advisor OS
Illinois
$349K -$430K -4,871 -55%
AHC
1261
Adell Harriman & Carpenter
Texas
$349K -$35.3K -400 -9%
CG
1262
CFO4Life Group
Texas
$349K -$6.53K -74 -2%
DLA
1263
Douglas Lane & Associates
New York
$348K +$971 +11 +0.3%
PWLP
1264
Prio Wealth Limited Partnership
Massachusetts
$348K -$353 -4 -0.1%
MA
1265
MJP Associates
Connecticut
$346K -$213K -2,414 -38%
DI
1266
Diligent Investors
California
$346K +$8.83K +100 +3%
DG
1267
DMC Group
Alabama
$345K -$2.21K -25 -0.6%
MAG
1268
Mayfair Advisory Group
Alabama
$345K
HIS
1269
Horizon Investment Services
Indiana
$345K
NCM
1270
NCM Capital Management
New Jersey
$344K
DWM
1271
Destination Wealth Management
California
$342K -$10.5K -119 -3%
WTA
1272
Washington Trust Advisors
Massachusetts
$342K
FHA
1273
Flagship Harbor Advisors
Massachusetts
$341K +$6.27K +71 +2%
HS
1274
Horan Securities
United States
$340K -$71.3K -808 -17%
WP
1275
Westmount Partners
California
$340K -$6.18K -70 -2%