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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 %
DWP
726
Daymark Wealth Partners
Ohio
$1.36M +$1.36M +13,163 New
AO
727
Advisor OS
Illinois
$1.35M +$354K +3,437 +36%
HT
728
Heritage Trust
Oklahoma
$1.35M -$14.5K -141 -1%
EFS
729
Essex Financial Services
Connecticut
$1.35M +$42K +408 +3%
WJWM
730
Williams Jones Wealth Management
New York
$1.34M -$1.65K -16 -0.1%
SFA
731
Sequoia Financial Advisors
Ohio
$1.34M +$498K +4,838 +59%
TIA
732
Trust Investment Advisors
Indiana
$1.34M +$46.8K +454 +4%
MWA
733
MFA Wealth Advisors
Pennsylvania
$1.33M -$9.37K -91 -0.7%
EP
734
Eudaimonia Partners
Tennessee
$1.31M -$328K -3,189 -20%
LC
735
LCNB Corp
Ohio
$1.3M +$22.6K +219 +2%
JCM
736
Jacobi Capital Management
Pennsylvania
$1.3M +$32.5K +316 +3%
GSB
737
Greenfield Savings Bank
Massachusetts
$1.3M -$22.2K -216 -2%
DWM
738
Dakota Wealth Management
Florida
$1.3M -$403K -3,913 -24%
SLI
739
Sumitomo Life Insurance
Japan
$1.3M -$24.4K -237 -2%
AAG
740
Armstrong Advisory Group
Massachusetts
$1.3M +$1.3M +12,586 New
FCM
741
Fourpath Capital Management
Oklahoma
$1.29M +$178K +1,725 +16%
PJSIMP
742
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M -$41.9K -407 -3%
FPCM
743
Financial Partners Capital Management
New York
$1.29M +$7.21K +70 +0.6%
PAG
744
Private Advisor Group
New Jersey
$1.29M -$313K -16,912 -20%
BS
745
Boenning & Scattergood
Pennsylvania
$1.29M -$26.6K -238 -2%
ADL
746
Asset Dedication LLC
California
$1.28M +$133K +1,288 +12%
WDG
747
Wealth Dimensions Group
Ohio
$1.28M +$74.5K +723 +6%
NFC
748
Northeast Financial Consultants
Connecticut
$1.27M
SC
749
Scotia Capital
Ontario, Canada
$1.27M +$416K +4,036 +48%
MSS
750
Mitchell Sinkler & Starr
Pennsylvania
$1.27M +$633K +6,146 +99%