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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 %
AIP
1601
Ahrens Investment Partners
Louisiana
$173K +$173K +1,790 New
SC
1602
Stephens Consulting
Michigan
$172K
AA
1603
AlphaMark Advisors
Kentucky
$167K +$10.6K +110 +7%
RCG
1604
Rock Creek Group
District of Columbia
$164K +$8.01K +83 +5%
JWM
1605
Janiczek Wealth Management
Colorado
$164K -$64.4K -660 -28%
SIS
1606
Strategic Investment Solutions
Illinois
$161K +$161K +1,674 New
CTB
1607
Country Trust Bank
Illinois
$159K -$3.18K -33 -2%
AF
1608
Arrow Financial
New York
$158K
VCM
1609
Vigilant Capital Management
Maine
$158K -$9.1K -94 -5%
JFGIW
1610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K +$1.74K +18 +1%
BHWM
1611
Beaird Harris Wealth Management
Texas
$158K
SAM
1612
Shell Asset Management
Netherlands
$157K
KC
1613
Knuff & Co
California
$151K -$19.9K -206 -12%
LFG
1614
Larson Financial Group
Missouri
$151K +$49K +508 +48%
IWP
1615
Icon Wealth Partners
Texas
$150K +$150K +1,553 New
VWM
1616
Venturi Wealth Management
Texas
$148K -$48.1K -499 -24%
VC
1617
Vestor Capital
Illinois
$147K -$483 -5 -0.3%
TH
1618
TCTC Holdings
Texas
$142K
HBW
1619
Hazlett, Burt & Watson
West Virginia
$141K +$1.74K +18 +1%
CCA
1620
Column Capital Advisors
Indiana
$139K -$64.3K -667 -32%
BWM
1621
Baystate Wealth Management
Massachusetts
$138K +$28K +290 +25%
GWSG
1622
GPS Wealth Strategies Group
Colorado
$136K +$136K +1,408 New
CSB
1623
City State Bank
Iowa
$135K +$17.9K +186 +15%
NMG
1624
New Millennium Group
Utah
$135K +$965 +10 +0.7%
AWM
1625
Atticus Wealth Management
Florida
$135K +$15K +156 +13%