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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 %
AC
1301
Aldebaran Capital
Indiana
$318K
KAS
1302
KPP Advisory Services
Kentucky
$318K +$318K +3,600 New
MA
1303
MKT Advisors
California
$316K +$2.14K +25 +0.7%
PA
1304
PFG Advisors
Arizona
$316K -$887K -10,048 -74%
WPA
1305
West Paces Advisors
Georgia
$316K -$60.8K -689 -16%
RMCM
1306
Reynders McVeigh Capital Management
Massachusetts
$314K -$22.1K -250 -7%
RWP
1307
Revolve Wealth Partners
New Jersey
$313K -$15.1K -171 -5%
OWM
1308
OneAscent Wealth Management
Alabama
$312K -$12.7K -144 -4%
DA
1309
Detalus Advisors
Missouri
$311K -$12.7K -144 -4%
CFS
1310
CRA Financial Services
New Jersey
$310K +$88 +1 +0%
AGC
1311
Aspen Grove Capital
Colorado
$309K +$31.3K +355 +11%
SIC
1312
Sterling Investment Counsel
New York
$309K
WIM
1313
WealthPlan Investment Management
Nebraska
$307K +$301K +3,415 +4,949%
VSQM
1314
V-Square Quantitative Management
Illinois
$306K +$183K +2,074 +149%
FW
1315
FirstPurpose Wealth
Utah
$306K +$3.53K +40 +1%
FRA
1316
Front Row Advisors
California
$304K -$298K -3,374 -49%
WPW
1317
Waldron Private Wealth
Pennsylvania
$304K -$156K -1,763 -34%
RWP
1318
RWA Wealth Partners
Massachusetts
$304K +$304K +3,439 New
CCA
1319
Cravens & Co Advisors
Tennessee
$303K -$3.97K -45 -1%
WFI
1320
West Family Investments
California
$302K -$524K -5,941 -63%
CWM
1321
CarsonAllaria Wealth Management
Illinois
$302K -$2.47K -28 -0.8%
CIM
1322
CIM Investment Management
Pennsylvania
$302K -$6.53K -74 -2%
SFG
1323
StrategIQ Financial Group
Indiana
$302K +$265 +3 +0.1%
CAM
1324
Cozad Asset Management
Illinois
$302K
SFP
1325
Sandbox Financial Partners
Maryland
$301K +$1.32K +15 +0.4%