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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 %
PWMG
1276
Pinnacle Wealth Management Group
Michigan
$365K
KWMG
1277
King Wealth Management Group
Florida
$365K +$97 +1 +0%
OWA
1278
Octavia Wealth Advisors
Ohio
$363K +$43.6K +452 +14%
RPC
1279
Rossmore Private Capital
Connecticut
$363K +$26.9K +279 +8%
DA
1280
Drake & Associates
Wisconsin
$362K +$362K +3,752 New
BFA
1281
Buttonwood Financial Advisors
Maryland
$362K
MHR
1282
Matthew Hamilton Rosenberg
$361K -$25.8K -267 -7%
CG
1283
CFO4Life Group
Texas
$360K -$15.8K -164 -4%
DWM
1284
Darwin Wealth Management
Florida
$359K -$47.1K -479 -12%
P
1285
Pitcairn
Pennsylvania
$359K +$44.9K +465 +14%
RWP
1286
Revolve Wealth Partners
New Jersey
$357K +$11.9K +123 +3%
RT
1287
Rockland Trust
Massachusetts
$356K -$14.5K -150 -4%
CAG
1288
Crestwood Advisors Group
Massachusetts
$355K -$146K -1,513 -29%
AC
1289
Abbrea Capital
California
$355K
DA
1290
Detalus Advisors
Missouri
$354K +$289 +3 +0.1%
BWM
1291
Birchcreek Wealth Management
Ohio
$353K +$2.41K +25 +0.7%
AIP
1292
Almanack Investment Partners
Pennsylvania
$353K
GHAM
1293
Gilman Hill Asset Management
Connecticut
$353K -$12K -124 -3%
BFM
1294
Boothbay Fund Management
New York
$352K +$352K +3,649 New
WP
1295
WealthSource Partners
California
$351K -$20.6K -214 -6%
RCA
1296
Reitz Capital Advisors
Michigan
$350K +$49.7K +515 +17%
IPW
1297
IronBridge Private Wealth
Texas
$349K
KI
1298
Kula Investments
Illinois
$349K +$349K +3,614 New
AC
1299
Aldebaran Capital
Indiana
$347K
AA
1300
Apriem Advisors
California
$347K +$14.3K +148 +4%