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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 %
VCM
1676
Versant Capital Management
Arizona
$38K -$1.24K -14 -3%
HCM
1677
Horrell Capital Management
Arkansas
$38K
TCM
1678
TD Capital Management
Tennessee
$36K +$353 +4 +1%
CWM
1679
Compass Wealth Management
Connecticut
$35.3K
ME
1680
McIlrath & Eck
Washington
$34.6K
BIA
1681
Bell Investment Advisors
California
$33K +$3.09K +35 +10%
APW
1682
Acima Private Wealth
Virginia
$32.5K
NIC
1683
Northwest Investment Counselors
Oregon
$31.8K +$8.83K +100 +38%
GKIM
1684
GW&K Investment Management
Massachusetts
$31K +$5.24K +60 +20%
FCT
1685
First Community Trust
Iowa
$30.7K
EC
1686
Elequin Capital
New York
$30.6K +$20.3K +230 +197%
LD
1687
Lipe & Dalton
New York
$30K
TIM
1688
Tortoise Investment Management
New York
$29.5K
LF
1689
Lee Financial
Texas
$29.4K
FWA
1690
FSC Wealth Advisors
New York
$28.5K +$28.5K +323 New
TFM
1691
TFC Financial Management
Massachusetts
$28.5K -$2.91K -33 -9%
C
1692
Covestor
United Kingdom
$28K -$1.57K -18 -5%
WOC
1693
West Oak Capital
California
$28K
GWSA
1694
Global Wealth Strategies & Associates
Colorado
$28K
JFA
1695
JNBA Financial Advisors
Minnesota
$27.5K -$16.9K -191 -38%
NF
1696
Norwood Financial
Pennsylvania
$26.7K
PP
1697
Pacifica Partners
Canada
$26.6K
PP
1698
PFS Partners
New Jersey
$26.5K +$88 +1 +0.3%
LWA
1699
Lowe Wealth Advisors
Maryland
$26.4K
MTIC
1700
Missouri Trust & Investment Company
Missouri
$26.1K -$17.7K -200 -40%