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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 %
MHS
751
M Holdings Securities
Oregon
$1.26M -$1.76K -17 -0.1%
SFA
752
Souders Financial Advisors
Ohio
$1.26M +$15.7K +152 +1%
EH
753
Equitable Holdings
New York
$1.25M +$371K +3,599 +42%
CIBC Private Wealth Group
754
CIBC Private Wealth Group
Georgia
$1.25M -$1.58M -49,827 -56%
FTDI
755
First Trust Direct Indexing
Massachusetts
$1.25M -$318K -3,092 -20%
CW
756
CreativeOne Wealth
Kansas
$1.23M +$180K +1,753 +17%
IWC
757
Integrated Wealth Concepts
Massachusetts
$1.23M +$55.4K +538 +5%
SC
758
Sawyer & Company
Massachusetts
$1.23M +$86K +835 +8%
MFP
759
Meridian Financial Partners
Virginia
$1.23M +$33.6K +329 +3%
ICG
760
InterOcean Capital Group
Tennessee
$1.23M +$157K +1,521 +15%
FDS
761
First Dallas Securities
Texas
$1.23M -$30.9K -300 -2%
First Manhattan
762
First Manhattan
New York
$1.23M +$11K +107 +0.9%
SXL
763
Summit X LLC
Missouri
$1.22M +$276K +2,599 +29%
UBG
764
United Bank (Georgia)
Georgia
$1.22M -$15.3K -149 -1%
PFSC
765
Peoples Financial Services Corp
Pennsylvania
$1.22M
FIA
766
Foundations Investment Advisors
Arizona
$1.21M +$374K +3,627 +44%
HH
767
Hilltop Holdings
Texas
$1.21M +$21.9K +213 +2%
HTC
768
Haverford Trust Company
Pennsylvania
$1.21M -$40.8K -396 -3%
CAAS
769
Capital Asset Advisory Services
Michigan
$1.21M -$217K -2,106 -15%
THWM
770
Taylor Hoffman Wealth Management
Virginia
$1.2M -$852K -8,268 -41%
AB
771
Atlas Brown
Kentucky
$1.19M -$3.3K -32 -0.3%
EM
772
Excalibur Management
Massachusetts
$1.19M +$1.96K +19 +0.2%
CC
773
Chicago Capital
Illinois
$1.19M
Aviva
774
Aviva
United Kingdom
$1.19M -$10.4K -101 -0.9%
WANY
775
Wealthspire Advisors (New York)
New York
$1.18M +$249K +2,413 +27%