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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 %
AAS
1401
Annex Advisory Services
Wisconsin
$257K -$58.7K -665 -19%
WP
1402
WealthSource Partners
California
$257K -$45.5K -516 -15%
CA
1403
CapWealth Advisors
Tennessee
$256K +$46.1K +522 +22%
MFWP
1404
Mosaic Family Wealth Partners
Missouri
$256K +$530 +6 +0.2%
VCAM
1405
Van Cleef Asset Management
Ohio
$256K -$17.3K -196 -6%
AWE
1406
Avidian Wealth Enterprises
Texas
$256K +$1.06K +12 +0.4%
WMA
1407
West Michigan Advisors
Michigan
$255K -$33.5K -380 -12%
Kayne Anderson Rudnick Investment Management
1408
Kayne Anderson Rudnick Investment Management
California
$254K
CWM
1409
Centurion Wealth Management
Virginia
$253K +$4.15K +47 +2%
CAM
1410
CenterStar Asset Management
Illinois
$253K +$253K +2,864 New
1IA
1411
1834 Investment Advisors
Wisconsin
$252K -$44.7K -506 -15%
GHAM
1412
Gilman Hill Asset Management
Connecticut
$252K +$12.2K +138 +5%
NSG
1413
Nalls Sherbakoff Group
Tennessee
$251K +$11.6K +131 +5%
EWM
1414
Elmwood Wealth Management
California
$251K +$88 +1 +0%
WBC
1415
West Branch Capital
Massachusetts
$251K
SIG
1416
Spinnaker Investment Group
California
$250K +$265 +3 +0.1%
AWAU
1417
Alliance Wealth Advisors (Utah)
Utah
$250K +$25.3K +287 +11%
FCA
1418
FLC Capital Advisors
California
$250K +$250K +2,831 New
DBT
1419
Dubuque Bank & Trust
Iowa
$250K +$38K +431 +18%
OPPS
1420
Obsidian Personal Planning Solutions
Maryland
$249K
FC
1421
FCA Corp
Texas
$247K +$6.62K +75 +3%
SAM
1422
Summit Asset Management
Tennessee
$246K
BIA
1423
Beacon Investment Advisors
Maryland
$245K -$529 -6 -0.2%
BCG
1424
Breakwater Capital Group
New Jersey
$245K +$245K +2,734 New
PCP
1425
Proficio Capital Partners
Massachusetts
$244K -$10.9K -124 -4%