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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 %
CAL
1726
Capital Advisors Ltd
Ohio
$37K -$42K -430 -53%
MWM
1727
Mascoma Wealth Management
New Hampshire
$35.8K
AWM
1728
Ameliora Wealth Management
Switzerland
$33.8K
BFPW
1729
BOK Financial Private Wealth
Colorado
$33.7K +$1.25K +13 +4%
AP
1730
Arlington Partners
Alabama
$33.7K +$1.64K +17 +5%
LD
1731
Lipe & Dalton
New York
$33K
C
1732
Covestor
United Kingdom
$33K +$192 +2 +0.6%
TIM
1733
Tortoise Investment Management
New York
$32.2K
PP
1734
Pacifica Partners
Canada
$30.8K +$7.86K +79 +34%
GWSA
1735
Global Wealth Strategies & Associates
Colorado
$30.6K
CPFP
1736
Clear Perspectives Financial Planning
Ohio
$30.5K -$289 -3 -0.9%
WOC
1737
West Oak Capital
California
$30.2K +$8.97K +93 +42%
LWA
1738
Lowe Wealth Advisors
Maryland
$28.8K
PP
1739
PFS Partners
New Jersey
$28.8K +$96 +1 +0.3%
MTIC
1740
Missouri Trust & Investment Company
Missouri
$28.6K -$34.2K -355 -55%
RWPA
1741
Richard W. Paul & Associates
Michigan
$28.2K +$1.16K +12 +4%
CCM
1742
Chilton Capital Management
Texas
$27.9K +$27.9K +289 New
LWCFA
1743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K -$18.7K -194 -41%
TFGT
1744
TS Financial Group (TSFG)
Illinois
$27K +$97 +1 +0.4%
LFA
1745
Legend Financial Advisors
Pennsylvania
$25.7K
NIC
1746
Northwest Investment Counselors
Oregon
$25.6K +$16.3K +169 +174%
EAM
1747
Eukles Asset Management
Ohio
$25.1K
JFA
1748
JNBA Financial Advisors
Minnesota
$24K +$4.73K +49 +25%
HCM
1749
Highlander Capital Management
New Jersey
$24K
OA
1750
Operose Advisors
Wisconsin
$23.1K