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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 %
SWM
1451
Sugarloaf Wealth Management
Georgia
$248K +$482 +5 +0.2%
B
1452
Bridgeworth
Alabama
$248K -$68.4K -709 -22%
SEM
1453
Strategic Equity Management
Arizona
$247K +$247K +2,557 New
EFH
1454
Eaton Financial Holdings
Florida
$246K +$2.41K +25 +1%
BRA
1455
Bender Robert & Associates
California
$246K -$7.43K -77 -3%
CBT
1456
CoreFirst Bank & Trust
Kansas
$245K -$120K -1,239 -33%
HVP
1457
Hudson Value Partners
Florida
$244K
IP
1458
Ignite Planners
California
$244K +$244K +2,457 New
PFC
1459
Phocas Financial Corp
California
$242K -$178K -1,846 -42%
PK
1460
Pflug Koory
Nebraska
$242K -$10.6K -110 -4%
V
1461
VeraBank
Texas
$241K
TA
1462
TFG Advisers
Michigan
$241K -$3.47K -36 -1%
SJL
1463
Shayne & Jacobs LLC
Tennessee
$241K
MKC
1464
M. Kraus & Co
Vermont
$241K -$12.1K -125 -5%
BWCS
1465
Beirne Wealth Consulting Services
Connecticut
$240K -$8.88K -92 -4%
MBT
1466
Montecito Bank & Trust
California
$240K +$4.73K +49 +2%
1WM
1467
1900 Wealth Management
Texas
$240K +$240K +2,356 New
BST
1468
Bath Savings Trust
Maine
$239K -$2.12K -22 -0.9%
EIA
1469
Edgemoor Investment Advisors
Maryland
$239K +$239K +2,474 New
SA
1470
Shilanski & Associates
Alaska
$239K +$791 +8 +0.3%
OPCM
1471
Osborne Partners Capital Management
California
$238K +$22K +228 +10%
MA
1472
MCF Advisors
Kentucky
$238K -$98.3K -1,019 -29%
LA
1473
LexAurum Advisors
Kansas
$237K
WAM
1474
Weatherly Asset Management
California
$237K -$37K -384 -14%
FFA
1475
First Foundation Advisors
California
$237K -$4.82K -50 -2%