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Duke Energy

1,797 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.34%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Shares
Change %
EL
1676
EMFO LLC
Florida
$52.4K
SCA
1677
Stuart Chaussee & Associates
California
$52.3K
OLVIG
1678
Oliver Lagore Vanvalin Investment Group
Michigan
$52.2K
AWM
1679
Abound Wealth Management
Tennessee
$50.3K +$1.88K +21 +4%
PGAM
1680
Princeton Global Asset Management
New Jersey
$50.3K -$1.89K -21 -4%
TCPG
1681
Trivant Custom Portfolio Group
California
$49.4K
AP
1682
Arlington Partners
Alabama
$48.4K +$17.1K +190 +54%
KFS
1683
Kelly Financial Services
Massachusetts
$47.9K +$5.3K +59 +12%
TF
1684
TimeScale Financial
Massachusetts
$47.2K +$269 +3 +0.6%
FDCC
1685
Foster Dykema Cabot & Co
Massachusetts
$46K
JFA
1686
JNBA Financial Advisors
Minnesota
$45.1K +$22.8K +254 +102%
HSA
1687
Hussman Strategic Advisors
Maryland
$44.9K
MTIC
1688
Missouri Trust & Investment Company
Missouri
$44.5K +$17.9K +200 +68%
FWM
1689
Focused Wealth Management
New York
$44.2K -$13.2K -147 -23%
CH
1690
Canton Hathaway
Rhode Island
$42K
RF
1691
Robbins Farley
New Hampshire
$40.4K
VCM
1692
Versant Capital Management
Arizona
$39.9K -$22K -245 -36%
CWA
1693
Clearview Wealth Advisors
Oregon
$39.6K -$17.4K -194 -31%
HCM
1694
Horrell Capital Management
Arkansas
$38K
TCM
1695
TD Capital Management
Tennessee
$36.3K +$359 +4 +1%
GIA
1696
GHP Investment Advisors
Colorado
$35.9K -$185K -1,971 -84%
CWM
1697
Compass Wealth Management
Connecticut
$35.9K
AS
1698
Altshuler Shaham
Israel
$35.7K -$3.59K -40 -9%
BFPW
1699
BOK Financial Private Wealth
Colorado
$35.2K +$3.86K +43 +12%
ME
1700
McIlrath & Eck
Washington
$35.2K