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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 %
CCC
1551
Chelsea Counsel Company
California
$172K
CSB
1552
City State Bank
Iowa
$172K +$24.2K +275 +16%
BWP
1553
Baldwin Wealth Partners
Massachusetts
$171K
CM
1554
Cercano Management
Washington
$169K
OSNBOA
1555
Old Second National Bank of Aurora
Illinois
$169K
AA
1556
Alta Advisers
United Kingdom
$168K
BC
1557
Barrett & Company
Rhode Island
$168K -$794 -9 -0.5%
SCM
1558
Silvant Capital Management
Georgia
$166K
GJIA
1559
Glass Jacobson Investment Advisors
Maryland
$162K
AF
1560
Advisornet Financial
Minnesota
$161K -$34.1K -386 -17%
DMBA
1561
Deseret Mutual Benefit Administrators
Utah
$160K -$14.3K -162 -8%
TCM
1562
Tradewinds Capital Management
Washington
$160K -$177 -2 -0.1%
BWM
1563
Baystate Wealth Management
Massachusetts
$160K +$31.1K +352 +24%
SC
1564
Stephens Consulting
Michigan
$158K
WWP
1565
WR Wealth Planners
Missouri
$156K -$11.3K -128 -7%
AAP
1566
Arax Advisory Partners
Colorado
$154K +$5.38K +61 +4%
CCA
1567
Column Capital Advisors
Indiana
$154K +$26.5K +300 +21%
HGERS
1568
Householder Group Estate & Retirement Specialist
Arizona
$152K +$152K +1,727 New
IPW
1569
Impact Partnership Wealth
Georgia
$152K +$124K +1,410 +452%
CB
1570
Community Bank
New York
$152K -$6.62K -75 -4%
RFG
1571
RFP Financial Group
Georgia
$150K
VNA
1572
Valley National Advisers
Pennsylvania
$148K -$8.89K -101 -6%
WPWM
1573
Western Pacific Wealth Management
Illinois
$147K +$18.6K +211 +14%
JFGIW
1574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K -$42.3K -479 -22%
CTB
1575
Country Trust Bank
Illinois
$146K