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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 %
BCCM
1526
Bridge Creek Capital Management
Massachusetts
$204K
IP
1527
Ignite Planners
California
$204K -$1.97K -23 -1%
RWI
1528
Red Wave Investments
Pennsylvania
$203K -$3.53K -40 -2%
CAL
1529
Capital Analysts LLC
Pennsylvania
$203K -$231K -2,624 -53%
KBFS
1530
Kohmann Bosshard Financial Services
Ohio
$203K
RPWA
1531
Regent Peak Wealth Advisors
Georgia
$203K +$203K +2,296 New
UAS
1532
United Asset Strategies
New York
$202K
EIM
1533
Essex Investment Management
Massachusetts
$202K
AC
1534
Allstate Corporation
Illinois
$201K
LCM
1535
Lazari Capital Management
California
$201K +$1.94K +22 +1%
TA
1536
TrueWealth Advisors
Alabama
$200K -$441 -5 -0.2%
LFG
1537
Larson Financial Group
Missouri
$196K +$58.1K +658 +42%
CBT
1538
Central Bank & Trust
Kentucky
$194K
TWM
1539
Tradition Wealth Management
Minnesota
$194K +$2.03K +23 +1%
IFAM
1540
Institutional & Family Asset Management
Colorado
$191K
CBT
1541
CoreFirst Bank & Trust
Kansas
$191K -$19.9K -225 -9%
USB
1542
Union Savings Bank
Connecticut
$190K
BSB
1543
Bangor Savings Bank
Maine
$188K -$2.03K -23 -1%
CT
1544
Cambridge Trust
Massachusetts
$188K -$68.8K -779 -27%
PB
1545
Pinnacle Bancorp
Nebraska
$187K +$35.3K +400 +23%
LC
1546
Lindbrook Capital
California
$186K +$47.8K +542 +35%
OAM
1547
Ostrum Asset Management
France
$185K -$1.32K -15 -0.7%
GFP
1548
Gryphon Financial Partners
Ohio
$184K -$66.5K -753 -26%
MCM
1549
MV Capital Management
Maryland
$183K -$5.47K -62 -3%
AA
1550
AlphaMark Advisors
Kentucky
$174K -$8.98K -102 -5%