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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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$2.35M +$47.5K +461 +2%
PA
552
Pinnacle Associates
New York
$2.34M +$122K +1,185 +5%
HDIM
553
Hanson & Doremus Investment Management
Vermont
$2.33M -$33.2K -322 -1%
1832 Asset Management
554
1832 Asset Management
Ontario, Canada
$2.32M -$934K -9,067 -29%
AAS
555
Ameritas Advisory Services
Nebraska
$2.32M +$361K +3,505 +18%
EARNEST Partners
556
EARNEST Partners
Georgia
$2.3M +$311K +3,019 +16%
TA
557
Tectonic Advisors
Texas
$2.29M +$561K +5,445 +32%
TWC
558
TD Waterhouse Canada
Ontario, Canada
$2.29M +$1.06M +9,068 +87%
FWP
559
FAS Wealth Partners
Kansas
$2.29M +$248K +2,411 +12%
BCM
560
Brookstone Capital Management
Illinois
$2.27M +$107K +1,018 +5%
BFG
561
Bleakley Financial Group
New Jersey
$2.26M +$2.26M +21,940 New
FCA
562
FinTrust Capital Advisors
South Carolina
$2.25M -$92.4K -897 -4%
JWCA
563
J.W. Cole Advisors
Florida
$2.24M -$35.1K -341 -2%
FC
564
Forte Capital
New York
$2.24M +$5.05K +49 +0.2%
FWM
565
Fairhaven Wealth Management
Illinois
$2.24M +$2.24M +21,785 New
TCMG
566
TSP Capital Management Group
New Jersey
$2.24M +$2.24M +21,785 New
JIP
567
Jaffetilchin Investment Partners
Florida
$2.24M -$33.7K -327 -1%
MGWM
568
Marks Group Wealth Management
Minnesota
$2.24M +$279K +2,706 +14%
MCIA
569
Mountain Capital Investment Advisors
Colorado
$2.24M +$564K +5,348 +34%
IAIM
570
International Assets Investment Management
Florida
$2.23M +$1.56M +15,149 +232%
SF
571
Symphony Financial
Texas
$2.23M -$199K -1,898 -8%
OPS
572
Orion Portfolio Solutions
Nebraska
$2.22M +$399K +3,876 +22%
LNC
573
Lincoln National Corp
Pennsylvania
$2.22M +$156K +1,510 +8%
SGCA
574
Steel Grove Capital Advisors
Tennessee
$2.21M +$93.5K +908 +4%
SAM
575
Silvercrest Asset Management
New York
$2.21M +$81K +786 +4%