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Duke Energy

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$8.57M -$610K -6,553 -7%
SC
252
SouthState Corp
Florida
$8.56M -$102K -1,100 -1%
BL
253
BCWM LLC
Kansas
$8.44M +$51.6K +555 +0.6%
CNB
254
Czech National Bank
Czech Republic
$8.32M +$8.32M +89,465 New
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$8.29M +$4.24M +45,531 +104%
RBC
256
Romano Brothers & Co
Illinois
$8.22M +$8.22M +88,542 New
NAM
257
Nissay Asset Management
Japan
$8.18M +$306K +3,295 +4%
BB
258
Bell Bank
North Dakota
$8.12M +$1.04M +11,176 +15%
DADC
259
D.A. Davidson & Co
Montana
$8.1M +$38.4K +411 +0.5%
PAG
260
Private Advisor Group
New Jersey
$8.04M +$430K +4,621 +6%
AWAG
261
ARS Wealth Advisors Group
Florida
$8.02M +$276K +2,966 +4%
MDCM
262
Morgan Dempsey Capital Management
Wisconsin
$7.99M +$34.2K +368 +0.4%
PP
263
Prudential plc
United Kingdom
$7.95M +$217K +2,331 +3%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$7.77M -$81K -871 -1%
KeyBank National Association
265
KeyBank National Association
Ohio
$7.65M +$186K +1,998 +2%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$7.59M +$2.46M +26,464 +48%
SDIC
267
South Dakota Investment Council
South Dakota
$7.57M
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.49M +$189K +2,037 +3%
AG
269
Advocate Group
Minnesota
$7.46M -$286K -3,074 -4%
DZ Bank
270
DZ Bank
Germany
$7.44M +$2.43M +26,081 +48%
Bank of Nova Scotia
271
Bank of Nova Scotia
Ontario, Canada
$7.38M -$4.75M -51,065 -39%
SSWM
272
Smith Salley Wealth Management
North Carolina
$7.32M +$31.3K +336 +0.4%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$7.3M +$168K +1,804 +2%
JWM
274
Jackson Wealth Management
Florida
$7.27M +$4.44M +47,699 +156%
PP
275
Patten & Patten
Tennessee
$7.24M -$87K -935 -1%