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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 %
TC
1376
Telemus Capital
Michigan
$274K +$177 +2 +0.1%
LBA
1377
Letko, Brosseau & Associates
Quebec, Canada
$274K
SIC
1378
Sigma Investment Counselors
Michigan
$273K -$130K -1,471 -32%
JWBC
1379
J.W. Burns & Co
New York
$272K
SIMG
1380
Sonora Investment Management Group
Arizona
$272K +$54.3K +615 +25%
SC
1381
Searle & Co
Connecticut
$271K
LIA
1382
LSP Investment Advisors
New York
$270K
AMM
1383
American Money Management
California
$270K
JWM
1384
Jackson Wealth Management
Florida
$269K
FEM
1385
Fulcrum Equity Management
Texas
$268K
Financial Engines Advisors
1386
Financial Engines Advisors
California
$267K +$267K +3,027 New
NHT
1387
New Hampshire Trust
New Hampshire
$266K -$6.8K -77 -2%
MA
1388
MCF Advisors
Kentucky
$266K +$48.6K +551 +22%
ACM
1389
Alethea Capital Management
Washington
$265K -$517K -5,856 -66%
BSSFA
1390
Baron Silver Stevens Financial Advisors
Florida
$264K +$62.8K +712 +31%
HWMG
1391
Hurlow Wealth Management Group
Indiana
$264K +$177 +2 +0.1%
CC
1392
Cadinha & Co
Hawaii
$263K -$1.06K -12 -0.4%
FA
1393
Fagan Associates
New York
$263K
PL
1394
Perpetual Ltd
Australia
$263K -$32.9K -373 -11%
NAS
1395
Nicolet Advisory Services
Wisconsin
$261K +$27K +314 +12%
MBT
1396
Montecito Bank & Trust
California
$260K +$260K +2,944 New
NDSI
1397
Newman Dignan & Sheerar Inc
Rhode Island
$259K
EHWM
1398
Eads & Heald Wealth Management
Georgia
$258K +$7.95K +90 +3%
FAG
1399
Fortitude Advisory Group
Washington
$258K +$2.91K +33 +1%
BTW
1400
Boston Trust Walden
Massachusetts
$258K