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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 %
HBW
1576
Hazlett, Burt & Watson
West Virginia
$145K +$7.98K +90 +6%
BHWM
1577
Beaird Harris Wealth Management
Texas
$144K
SAM
1578
Shell Asset Management
Netherlands
$144K
GWS
1579
Glassman Wealth Services
Virginia
$142K -$9.18K -104 -6%
AF
1580
Arrow Financial
New York
$140K -$5.03K -57 -3%
KC
1581
Knuff & Co
California
$138K
TH
1582
TCTC Holdings
Texas
$130K
VC
1583
Vestor Capital
Illinois
$124K -$5.28K -60 -4%
DCBT
1584
Dakota Community Bank & Trust
North Dakota
$124K -$971 -11 -0.8%
AP
1585
Atwood & Palmer
Missouri
$122K
CFFP
1586
Center for Financial Planning
Michigan
$121K
IWP
1587
Icon Wealth Partners
Texas
$121K -$20K -227 -14%
IRC
1588
Investors Research Corp
Georgia
$116K
NECFA
1589
New England Capital Financial Advisors
Connecticut
$115K
LFA
1590
LGT Financial Advisors
Texas
$115K -$656K -7,434 -85%
RCA
1591
Reitz Capital Advisors
Michigan
$112K +$112K +1,265 New
SIS
1592
Sound Income Strategies
Florida
$110K +$7.5K +85 +7%
HCM
1593
Hollencrest Capital Management
California
$110K -$3.09K -35 -3%
CLOS
1594
Compagnie Lombard Odier SCmA
Switzerland
$110K
TSWM
1595
Tyler-Stone Wealth Management
Ohio
$109K
KFI
1596
Key Financial Inc
Pennsylvania
$109K -$6K -68 -5%
CWM
1597
Cranbrook Wealth Management
Michigan
$109K
CP
1598
Castleview Partners
Texas
$108K -$265 -3 -0.2%
RWM
1599
Ruedi Wealth Management
Illinois
$107K
SAM
1600
S.A. Mason
Michigan
$106K +$10.9K +124 +11%