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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 %
AT
1426
Arden Trust
Delaware
$244K -$20.7K -235 -8%
AW
1427
Alaethes Wealth
Nevada
$243K +$243K +2,755 New
FWTB
1428
First Western Trust Bank
Colorado
$242K -$35.4K -401 -13%
MCM
1429
McRae Capital Management
New Jersey
$242K
CA
1430
Calton & Associates
Florida
$240K +$38.7K +438 +19%
CPSC
1431
Carl P. Sherr & Co
Massachusetts
$240K -$25.5K -289 -10%
C
1432
Certuity
Florida
$240K +$18.7K +212 +8%
TFP
1433
Tilia Fiduciary Partners
North Carolina
$240K -$55.4K -628 -19%
FPWM
1434
FSB Premier Wealth Management
Iowa
$240K +$12.6K +143 +6%
KIA
1435
Kraematon Investment Advisors
Massachusetts
$238K -$38.3K -434 -14%
BWP
1436
Balboa Wealth Partners
Arizona
$238K
YIA
1437
YHB Investment Advisors
Connecticut
$238K +$11.6K +131 +5%
BAAM
1438
Baker Avenue Asset Management
California
$238K +$92.2K +1,045 +63%
BST
1439
Bath Savings Trust
Maine
$238K +$23K +261 +11%
CW
1440
Cook Wealth
North Carolina
$238K
BHWM
1441
Bar Harbor Wealth Management
New Hampshire
$237K -$50.7K -574 -18%
IAM
1442
Innovis Asset Management
Illinois
$237K +$3.71K +42 +2%
VFPW
1443
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K +$2.74K +31 +1%
BWM
1444
Blossom Wealth Management
California
$236K +$17.7K +200 +8%
GG
1445
Gleason Group
Kentucky
$235K +$2.47K +28 +1%
RDFA
1446
Ritter Daniher Financial Advisory
Ohio
$235K +$265 +3 +0.1%
NC
1447
NBW Capital
Massachusetts
$235K -$2.91K -33 -1%
SMH
1448
Sanders Morris Harris
Texas
$234K
SPA
1449
Sherbrooke Park Advisers
New York
$233K +$233K +2,644 New
FH
1450
FWG Holdings
Florida
$233K +$686 +8 +0.3%