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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 %
FMTC
1501
Farmers & Merchants Trust Company
California
$228K -$9.65K -100 -4%
NAG
1502
Northstar Advisory Group
New Jersey
$228K -$46.5K -482 -17%
GCP
1503
Garda Capital Partners
Minnesota
$228K +$228K +2,360 New
C
1504
Certuity
Florida
$228K -$96 -1 -0%
VSQM
1505
V-Square Quantitative Management
Illinois
$227K +$227K +2,357 New
GIA
1506
GHP Investment Advisors
Colorado
$227K -$7.33K -76 -3%
GA
1507
Greytown Advisors
Florida
$227K -$9.65K -100 -4%
AC
1508
Allstate Corporation
Illinois
$227K -$508K -5,261 -69%
MRCM
1509
M&R Capital Management
New Jersey
$226K -$19.3K -200 -8%
TI
1510
tru Independence
Oregon
$226K +$9.45K +98 +4%
MCP
1511
Mirador Capital Partners
California
$226K -$105K -1,086 -32%
AWAU
1512
Alliance Wealth Advisors (Utah)
Utah
$225K +$28.7K +297 +15%
SHFA
1513
SC&H Financial Advisors
Maryland
$225K +$5.4K +56 +2%
SCA
1514
Southern Capital Advisors
Tennessee
$225K +$225K +2,329 New
SWA
1515
SFMG Wealth Advisors
Texas
$224K -$50.7K -526 -18%
BSSFA
1516
Baron Silver Stevens Financial Advisors
Florida
$223K
VCP
1517
Verus Capital Partners
Arizona
$223K -$29.8K -309 -12%
BCCM
1518
Bridge Creek Capital Management
Massachusetts
$223K
MCM
1519
MV Capital Management
Maryland
$223K +$24.5K +254 +12%
LCM
1520
LCM Capital Management
Illinois
$222K +$96 +1 +0%
STA
1521
Summit Trail Advisors
New York
$222K +$19.7K +204 +10%
DI
1522
DFPG Investments
Utah
$222K +$222K +2,297 New
UAS
1523
United Asset Strategies
New York
$221K -$41.4K -429 -16%
EIM
1524
Essex Investment Management
Massachusetts
$221K
W
1525
Wealthquest
Ohio
$220K -$16K -166 -7%