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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 %
CA
1551
Cornerstone Advisors
North Carolina
$212K
BSB
1552
Bangor Savings Bank
Maine
$212K
AC
1553
Avestar Capital
New York
$212K +$16.6K +172 +9%
COCM
1554
Charter Oak Capital Management
New Hampshire
$211K
HWA
1555
HHM Wealth Advisors
Tennessee
$210K +$9.65K +100 +5%
AI
1556
Accredited Investors
Minnesota
$210K +$210K +2,178 New
PL
1557
Plancorp LLC
Missouri
$210K +$210K +2,177 New
RFN
1558
Redwood Financial Network
Ohio
$209K +$579 +6 +0.3%
LNB
1559
Ledyard National Bank
$209K -$14.5K -150 -6%
IFAM
1560
Institutional & Family Asset Management
Colorado
$209K
TWM
1561
Tradition Wealth Management
Minnesota
$209K +$7.82K +81 +4%
VBCG
1562
Valley Brook Capital Group
Pennsylvania
$209K
RSWM
1563
Robertson Stephens Wealth Management
California
$208K +$208K +2,161 New
TFS
1564
Thoroughbred Financial Services
Tennessee
$208K +$9.03K +94 +5%
LRPA
1565
L. Roy Papp & Associates
Arizona
$206K
KWM
1566
Keebeck Wealth Management
Illinois
$205K -$116K -1,200 -36%
SIMG
1567
Sonora Investment Management Group
Arizona
$205K +$205K +2,124 New
MSFS
1568
Main Street Financial Solutions
Pennsylvania
$204K +$204K +2,117 New
OAM
1569
Ostrum Asset Management
France
$204K +$204K +2,115 New
VCM
1570
Virtue Capital Management
Tennessee
$204K +$3.25K +33 +2%
SRC
1571
Shufro Rose & Co
New York
$204K -$21.1K -219 -9%
MPI
1572
Mairs & Power Inc
Minnesota
$203K +$203K +2,109 New
MCM
1573
McMillion Capital Management
North Carolina
$203K -$77.2K -800 -28%
OCM
1574
One Capital Management
California
$203K +$203K +2,105 New
VIA
1575
Virtus Investment Advisers
Connecticut
$203K