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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 %
RWPA
1701
Richard W. Paul & Associates
Michigan
$26.1K -$2.03K -23 -7%
SSG
1702
Summit Securities Group
New York
$26K -$87.4K -1,008 -77%
GFPC
1703
Global Financial Private Client
Florida
$25.6K
LWCFA
1704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.4K
EAM
1705
Eukles Asset Management
Ohio
$25.4K +$2.47K +28 +11%
HB
1706
Horizon Bancorp
Indiana
$25K -$2.47K -28 -9%
TFGT
1707
TS Financial Group (TSFG)
Illinois
$25K +$89 +1 +0.4%
CFG
1708
CKW Financial Group
Hawaii
$25K +$25K +288 New
CCM
1709
Chilton Capital Management
Texas
$24.3K +$9K +102 +59%
LFA
1710
Legend Financial Advisors
Pennsylvania
$23.5K
MWM
1711
Mascoma Wealth Management
New Hampshire
$23.1K
HWP
1712
Hibernia Wealth Partners
Louisiana
$20.8K +$20.8K +236 New
MRC
1713
Millburn Ridgefield Corp
New York
$20.7K +$20.7K +234 New
FPF
1714
First Pacific Financial
Washington
$20.7K
CCA
1715
Catalyst Capital Advisors
New York
$20.7K +$20.7K +234 New
PIM
1716
Platinum Investment Management
Australia
$20K +$20K +227 New
AW
1717
Avion Wealth
Texas
$20K -$750 -9 -4%
SJIM
1718
St. Johns Investment Management
Florida
$20K
BCPWM
1719
Bradley & Co Private Wealth Management
Florida
$18.7K
ANBT
1720
American National Bank & Trust
Texas
$18K +$5.74K +65 +47%
SWA
1721
SOA Wealth Advisors
New York
$17.6K +$88 +1 +0.5%
PCM
1722
Perritt Capital Management
Illinois
$17.6K
CWA
1723
Carolina Wealth Advisors
South Carolina
$17.4K
DAM
1724
Delta Asset Management
Tennessee
$17.3K -$3.09K -35 -15%
BFP
1725
Briaud Financial Planning
Texas
$17K +$17K +193 New