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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 %
FFL
1726
Financial Freedom LLC
Ohio
$16.9K
DIP
1727
DT Investment Partners
Pennsylvania
$16.8K -$978K -11,085 -98%
SIC
1728
SJS Investment Consulting
Ohio
$16.7K +$441 +5 +3%
CPG
1729
Cornerstone Planning Group
New Jersey
$16.3K +$1.5K +17 +10%
FCG
1730
Financial Connections Group
California
$16K
SFG
1731
Steward Financial Group
Texas
$16K +$170 +2 +1%
DFA
1732
DHJJ Financial Advisors
Illinois
$15.9K +$15.9K +180 New
SA
1733
SRH Advisors
Kansas
$15.4K
ACA
1734
Atlas Capital Advisors
Wyoming
$15.4K
UIA
1735
Ulland Investment Advisors
Minnesota
$15K
FP
1736
Financial Perspectives
Minnesota
$14.8K
CWM
1737
Cedar Wealth Management
California
$14.7K
RTC
1738
Riverview Trust Company
Washington
$14.5K
JWA
1739
JFS Wealth Advisors
Pennsylvania
$14.4K +$2.56K +29 +22%
RTL
1740
Red Tortoise LLC
Georgia
$14.2K +$9.62K +109 +210%
WFA
1741
West Financial Advisors
Iowa
$14K +$4.5K +51 +47%
OCM
1742
Orion Capital Management
California
$14K +$14K +159 New
RAM
1743
Ramirez Asset Management
New York
$12.7K +$12.7K +144 New
FSWA
1744
Financial Synergies Wealth Advisors
Texas
$12.5K
DWA
1745
Delos Wealth Advisors
Texas
$11.7K
RA
1746
Rise Advisors
New York
$11.7K +$89 +1 +0.8%
HF
1747
Halpern Financial
Virginia
$10.9K
PO
1748
Private Ocean
California
$10.9K
TWD
1749
True Wealth Design
Ohio
$10.8K -$5.9K -67 -35%
ICM
1750
Intrepid Capital Management
Florida
$10.6K