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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 %
SIA
1326
Strategic Investment Advisors
Michigan
$301K +$9.27K +105 +3%
TPWA
1327
TRUE Private Wealth Advisors
Oregon
$301K +$74.9K +848 +33%
CIG
1328
Cascade Investment Group
Colorado
$301K -$47.2K -535 -14%
FFA
1329
First Foundation Advisors
California
$300K +$29.4K +333 +11%
PP
1330
PDS Planning
Ohio
$300K -$3.18K -36 -1%
ST
1331
Smithfield Trust
Pennsylvania
$299K +$2.46K +28 +0.8%
NSIM
1332
North Star Investment Management
Illinois
$299K +$22.9K +260 +8%
SEP
1333
Southland Equity Partners
Missouri
$298K +$53.6K +607 +22%
PG
1334
Prostatis Group
Maryland
$297K -$8.16M -88,596 -96%
BMC
1335
Beaton Management Company
Massachusetts
$296K +$18.4K +209 +7%
MCM
1336
Marathon Capital Management
Maryland
$295K -$2.21K -25 -0.7%
CWP
1337
Cyndeo Wealth Partners
Florida
$295K +$68.3K +774 +30%
SLT
1338
St Louis Trust
Missouri
$294K
AIS
1339
AM Investment Strategies
Tennessee
$294K -$16.9K -192 -5%
MSWMA
1340
Market Street Wealth Management Advisors
Indiana
$294K -$1.06K -12 -0.4%
MGAM
1341
McGowan Group Asset Management
Texas
$294K -$9.53K -108 -3%
ASC
1342
Atalanta Sosnoff Capital
New York
$292K +$292K +3,308 New
AP
1343
Americana Partners
Texas
$291K -$435K -4,929 -60%
SFO
1344
Stokes Family Office
Louisiana
$291K +$10.1K +114 +4%
CIA
1345
Cladis Investment Advisory
Montana
$290K
FBT
1346
First Bankers Trust
Kentucky
$290K
FAN
1347
Financial Advisors Network
California
$290K +$290K +3,280 New
MHR
1348
Matthew Hamilton Rosenberg
$289K -$8.56K -97 -3%
JE
1349
JMAC Enterprises
Pennsylvania
$288K +$288K +3,268 New
OHWA
1350
Oak Hill Wealth Advisors
Virginia
$288K +$6.71K +76 +2%