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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 %
SQA
1476
Simon Quick Advisors
New Jersey
$222K +$222K +2,516 New
CG
1477
Clarus Group
Texas
$222K -$123K -1,394 -36%
RWA
1478
Redhawk Wealth Advisors
Minnesota
$222K +$24.3K +275 +12%
AWM
1479
Absher Wealth Management
North Carolina
$222K +$14.5K +164 +7%
CAMV
1480
Concord Asset Management (Virginia)
Virginia
$221K +$221K +2,507 New
V
1481
VeraBank
Texas
$221K
SJL
1482
Shayne & Jacobs LLC
Tennessee
$221K
TC
1483
Trilogy Capital
California
$220K -$12.7K -144 -5%
PK
1484
Pflug Koory
Nebraska
$219K
SWM
1485
Sugarloaf Wealth Management
Georgia
$219K +$441 +5 +0.2%
MKC
1486
M. Kraus & Co
Vermont
$219K
MRCM
1487
M&R Capital Management
New Jersey
$219K -$2.91K -33 -1%
EIA
1488
Edgemoor Investment Advisors
Maryland
$218K
FFM
1489
Forum Financial Management
Illinois
$218K -$1.59K -18 -0.7%
SXL
1490
Summit X LLC
Missouri
$218K -$616K -6,983 -74%
CCFM
1491
Clear Creek Financial Management
Washington
$217K +$1.59K +18 +0.7%
RC
1492
Roundview Capital
New Jersey
$217K +$4.68K +53 +2%
WAM
1493
Weatherly Asset Management
California
$217K +$88 +1 +0%
PCA
1494
Pallas Capital Advisors
Massachusetts
$217K +$217K +2,467 New
FFWA
1495
FRG Family Wealth Advisors
Washington
$216K -$9.27K -105 -4%
SCI
1496
S&CO Inc
Massachusetts
$215K
BIM
1497
Bridges Investment Management
Nebraska
$214K
WQ
1498
Wealth Quarterback
New Jersey
$214K -$26.3K -298 -11%
AFG
1499
Allegheny Financial Group
Pennsylvania
$214K +$214K +2,424 New
RFN
1500
RDA Financial Network
Iowa
$214K -$106K -1,202 -33%