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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 %
AFGAS
1501
Allegiance Financial Group Advisory Services
Virginia
$214K
VCP
1502
Verus Capital Partners
Arizona
$214K +$214K +2,420 New
AFM
1503
Armstrong Fleming & Moore
District of Columbia
$213K
RCWM
1504
Royal Capital Wealth Management
Indiana
$213K
WKSWA
1505
White Knight Strategic Wealth Advisors
New Jersey
$213K +$213K +2,415 New
RMAM
1506
Raab & Moskowitz Asset Management
New Jersey
$213K -$151K -1,705 -41%
MA
1507
Mezzasalma Advisors
New Jersey
$212K +$212K +2,405 New
GAM
1508
Griffin Asset Management
New York
$212K -$4.5K -51 -2%
LA
1509
LexAurum Advisors
Kansas
$212K
PMAM
1510
Penn Mutual Asset Management
Pennsylvania
$212K
HWA
1511
HHM Wealth Advisors
Tennessee
$212K +$19.2K +217 +10%
AL
1512
ADE LLC
Maryland
$211K
AC
1513
Avestar Capital
New York
$211K +$211K +2,395 New
SRC
1514
Sage Rhino Capital
California
$211K -$2.82K -32 -1%
CG
1515
Caprock Group
Idaho
$211K -$102K -1,157 -33%
FMTCOCP
1516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K
B
1517
Bridgeworth
Alabama
$210K -$1.41K -16 -0.7%
SRSA
1518
S.R. Schill & Associates
Washington
$210K
NAG
1519
Northstar Advisory Group
New Jersey
$209K
FFA
1520
Farther Finance Advisors
California
$208K +$75.1K +851 +56%
AP
1521
Appleton Partners
Massachusetts
$208K -$63K -715 -23%
BOM
1522
Bank of Marin
California
$208K
GA
1523
Greytown Advisors
Florida
$208K +$88 +1 +0%
WE
1524
Wealth Effects
Massachusetts
$204K -$28.7K -325 -12%
AC
1525
Apella Capital
Connecticut
$204K +$1.77K +20 +0.9%