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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 %
NRG
1601
Nemes Rush Group
Michigan
$105K
PMFA
1602
Plante Moran Financial Advisors
Michigan
$104K
WOSD
1603
WFA of San Diego
California
$104K
BAM
1604
Byrne Asset Management
New Jersey
$103K
TFA
1605
Toth Financial Advisory
Virginia
$102K +$883 +10 +0.9%
DAC
1606
Dividend Assets Capital
South Carolina
$102K -$1.68K -19 -2%
VWM
1607
Venturi Wealth Management
Texas
$102K +$353 +4 +0.3%
JWM
1608
Janiczek Wealth Management
Colorado
$100K -$14.7K -167 -13%
NMG
1609
New Millennium Group
Utah
$98.8K -$12.3K -139 -11%
WAM
1610
WFA Asset Management
Wisconsin
$98.6K +$706 +8 +0.7%
AGWCA
1611
Annis Gardner Whiting Capital Advisors
Florida
$98.1K +$98.1K +1,111 New
AWM
1612
Atticus Wealth Management
Florida
$98K -$4.59K -52 -4%
FDCDDQ
1613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.6K -$13.4K -152 -12%
AWM
1614
AllSquare Wealth Management
New York
$95.5K
CTWM
1615
Cherry Tree Wealth Management
Minnesota
$91.2K +$706 +8 +0.8%
AA
1616
Addison Advisors
Vermont
$91.2K
PSB
1617
Piscataqua Savings Bank
New Hampshire
$90.8K
MFC
1618
Mechanics Financial Corp
Ohio
$88.3K
GWSG
1619
GPS Wealth Strategies Group
Colorado
$88.2K -$29K -329 -25%
WB
1620
Webster Bank
Connecticut
$86.5K -$3.8K -43 -4%
OP
1621
ORG Partners
Indiana
$86.3K -$467K -5,281 -84%
CMP
1622
Coston McIsaac & Partners
Maine
$85K +$176 +2 +0.2%
CCP
1623
Carmel Capital Partners
California
$84.9K +$73.4K +832 +640%
AWM
1624
Ameliora Wealth Management
Switzerland
$83.1K +$52.2K +591 +169%
HCM
1625
Highlander Capital Management
New Jersey
$82K +$59.8K +677 +269%