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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 %
NL
1451
NWAM LLC
Washington
$232K -$39.5K -447 -15%
CCT
1452
Capital City Trust
Florida
$232K -$16.2K -183 -7%
PCIG
1453
Partners Capital Investment Group
Massachusetts
$232K +$232K +2,627 New
HIP
1454
HUB Investment Partners
Texas
$230K +$230K +2,604 New
1WM
1455
1900 Wealth Management
Texas
$229K +$229K +2,599 New
NB
1456
Nicolet Bankshares
Wisconsin
$229K -$3.18K -36 -1%
VIM
1457
Vinva Investment Management
Australia
$229K -$1.18M -13,321 -84%
PVI
1458
Pine Valley Investments
New Jersey
$229K +$229K +2,590 New
TFA
1459
Teamwork Financial Advisors
Texas
$228K +$13.2K +150 +6%
RPC
1460
Rossmore Private Capital
Connecticut
$228K +$10.7K +121 +5%
HCA
1461
Horan Capital Advisors
Ohio
$228K +$88 +1 +0%
NG
1462
Norden Group
Utah
$228K +$228K +2,578 New
LAS
1463
Lloyd Advisory Services
Georgia
$228K +$228K +2,578 New
CNBTD
1464
Citizens National Bank Trust Department
Mississippi
$227K
AFG
1465
Atomi Financial Group
New York
$227K +$9K +102 +4%
BCMO
1466
Buckingham Capital Management (Ohio)
Ohio
$226K
SEM
1467
Strategic Equity Management
Arizona
$226K
PBK
1468
Peoples Bank (Kansas)
Kansas
$225K +$225K +2,552 New
GD
1469
Grandfield & Dodd
New York
$225K
SN
1470
Sittner & Nelson
Oregon
$225K
ITIM
1471
Indiana Trust & Investment Management
Indiana
$225K +$9.53K +108 +4%
BWCS
1472
Beirne Wealth Consulting Services
Connecticut
$224K
CG
1473
Cutler Group
California
$224K +$29.7K +337 +15%
FIM
1474
Freedom Investment Management
Connecticut
$223K -$7.15K -81 -3%
HVP
1475
Hudson Value Partners
Florida
$223K