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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 %
CA
576
Carson Advisory
Georgia
$2.18M +$405K +3,935 +23%
VFA
577
Valeo Financial Advisors
Indiana
$2.18M +$276K +2,677 +14%
MCM
578
MAI Capital Management
Ohio
$2.17M +$90.4K +878 +4%
WCAMG
579
Woodard & Company Asset Management Group
North Carolina
$2.17M +$108K +1,049 +5%
AF
580
Allworth Financial
California
$2.16M +$177K +1,723 +9%
NHC
581
Nicholas Hoffman & Company
Georgia
$2.16M +$17.6K +171 +0.8%
CFGS
582
Concourse Financial Group Securities
Alabama
$2.16M +$247K +2,397 +13%
T
583
TCWP
Ohio
$2.15M -$124K -1,200 -5%
NSB
584
Norway Savings Bank
Maine
$2.15M -$36.1K -351 -2%
SIC
585
Shoker Investment Counsel
Ohio
$2.14M +$18.3K +178 +0.9%
TT
586
TI-Trust
Illinois
$2.14M
MFGM
587
Marshall Financial Group (Maryland)
Maryland
$2.14M +$224K +2,172 +12%
LDB
588
Lee, Danner & Bass
Tennessee
$2.13M +$81.8K +794 +4%
MBTD
589
Mechanics Bank - Trust Department
California
$2.12M -$16.3K -158 -0.8%
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$2.11M +$661K +6,807 +45%
PFM
591
Parsec Financial Management
North Carolina
$2.1M +$30.9K +300 +1%
CCP
592
Clarkston Capital Partners
Michigan
$2.1M +$20.9K +203 +1%
PNC
593
Park National Corp
Ohio
$2.09M -$109K -1,056 -5%
PAM
594
Private Asset Management
California
$2.08M -$109K -1,054 -5%
SB
595
Strategic Blueprint
Georgia
$2.08M +$272K +2,637 +15%
EF
596
Empirical Finance
Pennsylvania
$2.07M +$162K +1,569 +8%
SP
597
Successful Portfolios
Florida
$2.07M +$25.7K +250 +1%
MHI
598
Miller Howard Investments
New York
$2.05M -$187K -1,816 -8%
FSA
599
Franklin Street Advisors
North Carolina
$2.05M -$118K -1,142 -5%
PFS
600
Physicians Financial Services
North Carolina
$2.04M +$16.2K +157 +0.8%