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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 %
OLVIG
1701
Oliver Lagore Vanvalin Investment Group
Michigan
$56.1K
PGAM
1702
Princeton Global Asset Management
New Jersey
$56K +$2.03K +21 +4%
BIA
1703
Bell Investment Advisors
California
$54K +$6.66K +69 +14%
CG
1704
Cutler Group
California
$54K +$54K +567 New
TCPG
1705
Trivant Custom Portfolio Group
California
$53.1K +$53.1K +550 New
FCT
1706
First Community Trust
Iowa
$52.9K
AWM
1707
Abound Wealth Management
Tennessee
$52.1K +$2.9K +30 +6%
CIA
1708
Cascade Investment Advisors
Oregon
$51.6K +$51.6K +535 New
TF
1709
TimeScale Financial
Massachusetts
$50.4K +$675 +7 +1%
Commonwealth Equity Services
1710
Commonwealth Equity Services
Massachusetts
$50.2K +$1.97K +20,455 +4%
FDCC
1711
Foster Dykema Cabot & Co
Massachusetts
$49K +$49K +512 New
HSA
1712
Hussman Strategic Advisors
Maryland
$48.2K
BEI
1713
Benjamin Edwards Inc
Missouri
$47K
AI
1714
AXS Investments
New York
$46.8K -$3.47K -36 -7%
KFS
1715
Kelly Financial Services
Massachusetts
$45.7K +$2.7K +28 +6%
CH
1716
Canton Hathaway
Rhode Island
$45K -$6.31K -66 -12%
LF
1717
Lee Financial
Texas
$44.2K -$772 -8 -2%
RF
1718
Robbins Farley
New Hampshire
$43.4K
AS
1719
Altshuler Shaham
Israel
$42.3K -$7.72K -80 -15%
HCM
1720
Horrell Capital Management
Arkansas
$41K
APW
1721
Acima Private Wealth
Virginia
$40.3K +$4.82K +50 +14%
CWM
1722
Compass Wealth Management
Connecticut
$38.6K
TCM
1723
TD Capital Management
Tennessee
$38.6K +$386 +4 +1%
PP
1724
PrairieView Partners
Minnesota
$38K
ME
1725
McIlrath & Eck
Washington
$37.8K