DUK icon

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 %
AAF
1626
Andra AP-fonden
Sweden
$79.4K -$1.31M -14,800 -94%
VIA
1627
Virtus Investment Advisers
Connecticut
$79.3K -$9.27K -105 -10%
JMF
1628
Johnson Midwest Financial
Iowa
$79.2K
OA
1629
Operose Advisors
Wisconsin
$76.6K +$55.5K +629 +263%
KA
1630
Kozak & Associates
Colorado
$76K +$1.56K +18 +2%
CAL
1631
Capital Advisors Ltd
Ohio
$76K +$1.41K +16 +2%
MFT
1632
Moisand Fitzgerald Tamayo
Florida
$74.8K
KC
1633
Kenfarb & Co
Kentucky
$74.6K
PPWM
1634
PFG Private Wealth Management
Florida
$72.7K -$64.2K -727 -47%
CAC
1635
Core Alternative Capital
Georgia
$72.3K +$88 +1 +0.1%
AT
1636
Avalon Trust
New Mexico
$70.6K -$28.9K -327 -29%
CA
1637
Centerpoint Advisors
Massachusetts
$70K -$13.4K -151 -16%
CSWM
1638
Cassady Schiller Wealth Management
Ohio
$68.1K +$177 +2 +0.3%
LTI
1639
Laffer Tengler Investments
Tennessee
$66.7K
GTAM
1640
Global Trust Asset Management
Florida
$64.8K +$88 +1 +0.1%
LIA
1641
Luken Investment Analytics
Tennessee
$63.6K
BWAM
1642
Boyd Watterson Asset Management
Ohio
$61.5K
PCTC
1643
Perkins Coie Trust Company
Washington
$59.7K +$1.32K +15 +2%
WIM
1644
Westside Investment Management
California
$59.2K
EDRH
1645
Edmond de Rothschild Holding
Switzerland
$58.9K
PWMG
1646
Prestige Wealth Management Group
New Jersey
$58.2K -$27.3K -309 -32%
WSCM
1647
Wellington Shields Capital Management
New York
$57.3K
JGIA
1648
Jackson Grant Investment Advisers
Connecticut
$56.1K
ACM
1649
Antonetti Capital Management
Florida
$56K
RCG
1650
Rock Creek Group
District of Columbia
$55.7K -$74.1K -839 -57%