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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 %
PAI
1351
Pittenger & Anderson Inc
Nebraska
$287K -$22.1K -250 -7%
TCA
1352
Transcend Capital Advisors
New Jersey
$287K -$220K -2,498 -43%
MWP
1353
Meridian Wealth Partners
Pennsylvania
$286K +$2.91K +33 +1%
AC
1354
Abbrea Capital
California
$286K -$41.6K -471 -13%
KC
1355
Kepos Capital
New York
$285K +$86.3K +978 +43%
PCA
1356
Prosperity Capital Advisors
Ohio
$285K +$24.5K +278 +9%
PWMG
1357
Pinnacle Wealth Management Group
Michigan
$284K
BBNB
1358
Baker Boyer National Bank
Washington
$284K +$265 +3 +0.1%
TA
1359
TFG Advisers
Michigan
$284K +$42.5K +481 +18%
WA1
1360
Wimmer Associates 1
California
$283K
DGAM
1361
Desjardins Global Asset Management
Quebec, Canada
$283K +$44.7K +507 +19%
JC
1362
JB Capital
Connecticut
$282K +$38.4K +435 +16%
PIAS
1363
PCA Investment Advisory Services
Ohio
$281K -$28.3K -321 -9%
CAM
1364
Cypress Asset Management
Texas
$280K -$142K -1,610 -34%
H
1365
HoyleCohen
California
$280K -$1.15K -13 -0.4%
PIP
1366
Peachtree Investment Partners
Florida
$279K +$3K +34 +1%
GWA
1367
GGM Wealth Advisors
Maryland
$279K +$2.21K +25 +0.8%
EB
1368
Exchange Bank
California
$279K
CBFP
1369
Cedar Brook Financial Partners
Ohio
$279K -$38.7K -438 -12%
MIC
1370
Meridian Investment Counsel
California
$278K
TC
1371
Truvestments Capital
Florida
$276K +$1.77K +20 +0.6%
SCA
1372
Stokes Capital Advisors
South Carolina
$276K -$11.3K -128 -4%
FNA
1373
First National Advisers
Nebraska
$276K +$276K +3,126 New
RSWM
1374
Robertson Stephens Wealth Management
California
$275K +$275K +3,118 New
EWA
1375
EverSource Wealth Advisors
Alabama
$275K +$15.8K +179 +6%