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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 %
CJL
1751
Cyrus J. Lawrence
New York
$10K
RG
1752
Retirement Group
California
$9.8K
PWMG
1753
Provence Wealth Management Group
California
$9.44K +$9.44K +107 New
BCM
1754
Bourgeon Capital Management
Connecticut
$8.21K
BEI
1755
Benjamin Edwards Inc
Missouri
$8K +$88 +1 +1%
AI
1756
AXS Investments
New York
$7.77K -$19.4K -220 -71%
VAG
1757
VisionPoint Advisory Group
Texas
$6.78K +$6.78K +77 New
BWS
1758
Buck Wealth Strategies
Colorado
$6.28K
POIA
1759
Pin Oak Investment Advisors
Texas
$6K
WAS
1760
Winch Advisory Services
Wisconsin
$6K +$86 +1 +1%
SIA
1761
SkyView Investment Advisors
New Jersey
$6K +$537 +6 +10%
CFS
1762
CGC Financial Services
Oregon
$5.83K
MBFW
1763
Morton Brown Family Wealth
Pennsylvania
$5.21K
GPI
1764
General Partner Inc
Pennsylvania
$4.5K
GFL
1765
Granite FO LLC
New Hampshire
$4.41K
MIA
1766
Milestone Investment Advisors
Wisconsin
$3.71K +$3.71K +42 New
ECM
1767
Everence Capital Management
Indiana
$2.59K +$342 +3,880 +15%
TFG
1768
Team Financial Group
California
$2.48K +$2.48K +28 New
TCA
1769
Trifecta Capital Advisors
Illinois
$2.38K
YAL
1770
Your Advocates Ltd
Texas
$2.12K -$10.6K -120 -83%
GA
1771
GoalVest Advisory
New York
$1.77K +$1.77K +20 New
HH
1772
HWG Holdings
Texas
$1.59K +$1.59K +18 New
EBA
1773
Eagle Bay Advisors
New York
$1.5K
DF
1774
DecisionPoint Financial
Arizona
$1.41K +$1.41K +16 New
KFP
1775
KB Financial Partners
New Jersey
$1K