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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 %
WAM
1651
WFA Asset Management
Wisconsin
$106K +$772 +8 +0.7%
CCM
1652
Carderock Capital Management
Maryland
$106K +$106K +1,100 New
AWM
1653
AllSquare Wealth Management
New York
$104K -$9.65K -100 -8%
SAM
1654
S.A. Mason
Michigan
$104K +$4.15K +43 +4%
DI
1655
Disciplined Investments
Oklahoma
$102K +$25.5K +264 +33%
PSB
1656
Piscataqua Savings Bank
New Hampshire
$102K
KTC
1657
Kistler-Tiffany Companies
Pennsylvania
$99.8K -$40.7K -422 -29%
AA
1658
Addison Advisors
Vermont
$99.7K -$3.09K -32 -3%
WB
1659
Webster Bank
Connecticut
$98.7K
GFL
1660
Granite FO LLC
New Hampshire
$97.1K +$92.2K +932 +1,864%
MFC
1661
Mechanics Financial Corp
Ohio
$96.5K
CCP
1662
Carmel Capital Partners
California
$93.7K +$93.7K +971 New
ACA
1663
Atlas Capital Advisors
Wyoming
$92K -$45K -466 -33%
PWMG
1664
Prestige Wealth Management Group
New Jersey
$91.8K +$2.32K +24 +3%
PCM
1665
Pointe Capital Management
Michigan
$91.1K +$91.1K +944 New
JMF
1666
Johnson Midwest Financial
Iowa
$86.1K +$482 +5 +0.6%
CA
1667
Centerpoint Advisors
Massachusetts
$84K +$9.12K +95 +12%
GFWA
1668
Grey Fox Wealth Advisors
Delaware
$82.5K +$11.4K +118 +16%
MFT
1669
Moisand Fitzgerald Tamayo
Florida
$81.8K
KA
1670
Kozak & Associates
Colorado
$81.7K -$4.92K -51 -6%
KC
1671
Kenfarb & Co
Kentucky
$81.5K
CMP
1672
Coston McIsaac & Partners
Maine
$81K +$25.4K +264 +46%
GTAM
1673
Global Trust Asset Management
Florida
$80.7K
ANBT
1674
American National Bank & Trust
Texas
$80.6K +$46.2K +479 +134%
AIM
1675
Achmea Investment Management
Netherlands
$80K