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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 %
MIM
1651
Macroview Investment Management
Maryland
$55.3K +$970 +11 +2%
BAM
1652
Bellevue Asset Management
Washington
$55.1K +$88 +1 +0.2%
M
1653
MOTCO
Texas
$55.1K
GM
1654
GeoWealth Management
Illinois
$54K +$35.7K +399 +196%
IRAG
1655
Investment Research & Advisory Group
Georgia
$52.8K +$795 +9 +2%
CAS
1656
Coppell Advisory Solutions
Texas
$52.5K -$171K -1,658 -76%
RDIA
1657
RE Dickinson Investment Advisors
Iowa
$52K -$2.04K -23 -4%
EL
1658
EMFO LLC
Florida
$51.5K
SCA
1659
Stuart Chaussee & Associates
California
$51.5K
OLVIG
1660
Oliver Lagore Vanvalin Investment Group
Michigan
$51.1K -$265 -3 -0.5%
GIA
1661
GHP Investment Advisors
Colorado
$50.6K +$16.7K +188 +49%
AWM
1662
Abound Wealth Management
Tennessee
$50.5K +$972 +11 +2%
FGA
1663
Fortis Group Advisors
New Jersey
$50.3K +$50.3K +570 New
PGAM
1664
Princeton Global Asset Management
New Jersey
$49.4K
TCPG
1665
Trivant Custom Portfolio Group
California
$48.5K
FDCC
1666
Foster Dykema Cabot & Co
Massachusetts
$45K
Legacy Financial Group (Iowa)
1667
Legacy Financial Group (Iowa)
Iowa
$44.7K +$44.7K +507 New
BFPW
1668
BOK Financial Private Wealth
Colorado
$44.3K +$9.71K +110 +28%
HSA
1669
Hussman Strategic Advisors
Maryland
$44.1K
KFS
1670
Kelly Financial Services
Massachusetts
$44.1K -$2.91K -33 -6%
FWM
1671
Focused Wealth Management
New York
$43.8K +$265 +3 +0.6%
CH
1672
Canton Hathaway
Rhode Island
$42K
RA
1673
Rational Advisors
New York
$41.7K -$168K -1,903 -80%
RF
1674
Robbins Farley
New Hampshire
$39.7K
HT
1675
Headlands Technologies
Illinois
$38.8K -$102K -1,155 -72%