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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 %
CT
1351
Cambridge Trust
Massachusetts
$307K -$121K -1,250 -28%
HFS
1352
Horizon Financial Services
North Carolina
$306K -$194K -2,016 -39%
NAM
1353
NorthCrest Asset Manangement
Minnesota
$306K +$306K +3,173 New
4WM
1354
44 Wealth Management
Oregon
$306K
SC
1355
Searle & Co
Connecticut
$304K +$7.52K +76 +3%
RCM
1356
RNC Capital Management
California
$304K +$73.5K +762 +32%
WIM
1357
WealthPlan Investment Management
Nebraska
$304K -$487K -5,050 -62%
VCAM
1358
Van Cleef Asset Management
Ohio
$303K
MIC
1359
Meridian Investment Counsel
California
$303K
PIP
1360
Peachtree Investment Partners
Florida
$303K -$9.55K -99 -3%
BMC
1361
Beaton Management Company
Massachusetts
$303K -$96 -1 -0%
FWTB
1362
First Western Trust Bank
Colorado
$302K +$96 +1 +0%
AW
1363
Alaethes Wealth
Nevada
$302K +$45.1K +468 +18%
AT
1364
American Trust
Kentucky
$302K +$9.65K +100 +3%
CIA
1365
Cladis Investment Advisory
Montana
$302K
CFP
1366
Catalyst Financial Partners
Massachusetts
$301K +$40.4K +419 +16%
TC
1367
Telemus Capital
Michigan
$300K -$31.1K -322 -9%
AMM
1368
American Money Management
California
$300K
CCT
1369
Capital City Trust
Florida
$300K +$17.7K +183 +6%
KIA
1370
Kraematon Investment Advisors
Massachusetts
$299K +$2.6K +27 +0.9%
LBA
1371
Letko, Brosseau & Associates
Quebec, Canada
$299K
DBT
1372
Dubuque Bank & Trust
Iowa
$299K
TIA
1373
Traphagen Investment Advisors
New Jersey
$298K -$39.1K -405 -12%
CA
1374
Calton & Associates
Florida
$298K -$77.4K -802 -21%
JWBC
1375
J.W. Burns & Co
New York
$297K