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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 %
SPIA
351
Steward Partners Investment Advisory
New York
$4.87M -$5.4K -58 -0.1%
LIM
352
Leavell Investment Management
Alabama
$4.85M +$159K +1,713 +3%
OIM
353
Opus Investment Management
Massachusetts
$4.84M
PSP
354
Principal Street Partners
Tennessee
$4.81M -$217K -2,332 -4%
HWM
355
HB Wealth Management
Georgia
$4.81M +$293K +3,149 +6%
SFA
356
Semmax Financial Advisors
North Carolina
$4.79M +$640K +6,937 +15%
PFP
357
Pinnacle Financial Partners
Tennessee
$4.79M -$449K -4,828 -9%
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$4.74M -$56.6K -608 -1%
FFA
359
Founders Financial Alliance
North Carolina
$4.67M +$2.21M +23,805 +90%
ZB
360
Zions Bancorporation
Utah
$4.66M +$429K +4,613 +10%
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$4.65M -$12.1K -130 -0.3%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$4.64M +$1.72M +18,504 +59%
WA
363
Wasatch Advisors
Utah
$4.64M +$97K +1,043 +2%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$4.59M +$46.5K +500 +1%
TCM
365
Tufton Capital Management
Maryland
$4.57M -$2.18M -23,384 -32%
NC
366
NewSquare Capital
Pennsylvania
$4.56M +$322K +3,458 +8%
SPC
367
Sigma Planning Corp
Michigan
$4.56M +$221K +2,371 +5%
AMIM
368
Aull & Monroe Investment Management
Alabama
$4.46M
BPA
369
Beacon Pointe Advisors
California
$4.44M +$116K +1,244 +3%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$4.39M +$175K +1,880 +4%
FLI
371
Family Legacy Inc
South Carolina
$4.36M +$5.3K +57 +0.1%
PAS
372
Park Avenue Securities
New York
$4.36M +$190K +2,043 +5%
AOWM
373
Alpha Omega Wealth Management
Virginia
$4.34M -$233K -2,509 -5%
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.34M -$69.7K -749 -2%
CT
375
Colonial Trust
South Carolina
$4.33M +$4.33M +46,503 New