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Duke Energy

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M
Name Holding Trade Value Shares
Change
Shares
Change %
FTC
326
Farmers Trust Company
Ohio
$6.15M -$273K -2,653 -4%
OPERF
327
Oregon Public Employees Retirement Fund
Oregon
$6.09M +$12.9K +125 +0.2%
JWM
328
Jackson Wealth Management
Florida
$6.01M -$2.04M -19,856 -25%
Fayez Sarofim & Co
329
Fayez Sarofim & Co
Texas
$5.97M -$1.16M -11,250 -16%
APF
330
Alaska Permanent Fund
Alaska
$5.97M +$33K +320 +0.6%
KWM
331
Kingsview Wealth Management
Oregon
$5.96M +$3.06M +29,747 +106%
EGA
332
Eagle Global Advisors
Texas
$5.95M -$55K -534 -0.9%
Vontobel Holding
333
Vontobel Holding
Switzerland
$5.93M -$225K -2,189 -4%
AAS
334
Avantax Advisory Services
Texas
$5.93M +$92.4K +897 +2%
BFG
335
Beacon Financial Group
Texas
$5.9M -$21.8K -212 -0.4%
ECM
336
Estabrook Capital Management
New York
$5.85M -$94.3K -916 -2%
WA
337
Wasatch Advisors
Utah
$5.81M +$680K +6,600 +13%
HVIA
338
Hudson Valley Investment Advisors
New York
$5.79M +$203K +1,967 +4%
EFIC
339
Eliot Finkel Investment Counsel
California
$5.78M -$6.18K -60 -0.1%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$5.76M -$1.81M -17,549 -24%
PSP
341
Principal Street Partners
Tennessee
$5.71M +$389K +3,773 +7%
MC
342
Moors & Cabot
Massachusetts
$5.69M +$92.4K +897 +2%
SPIA
343
Steward Partners Investment Advisory
New York
$5.66M +$275K +2,674 +5%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$5.62M +$372K +3,613 +7%
HWM
345
HB Wealth Management
Georgia
$5.55M +$229K +2,227 +4%
BPC
346
Banque Pictet & Cie
Switzerland
$5.54M +$913K +8,866 +20%
NC
347
NewSquare Capital
Pennsylvania
$5.48M +$428K +4,160 +8%
PFA
348
Pathway Financial Advisers
Indiana
$5.48M +$5.48M +53,176 New
IA
349
IFP Advisors
Florida
$5.46M +$1.72M +22,186 +46%
MIM
350
Marco Investment Management
Georgia
$5.41M -$4.94K -48 -0.1%