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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 %
LCM
1176
LVM Capital Management
Michigan
$462K +$206 +2 +0%
PA
1177
PSI Advisors
Florida
$462K -$112K -1,084 -19%
SN
1178
Sittner & Nelson
Oregon
$461K +$62.5K +607 +16%
SAM
1179
SignalPoint Asset Management
Missouri
$459K +$103 +1 +0%
CT
1180
Cambridge Trust
Massachusetts
$457K -$24.9K -241 -5%
TSS
1181
Two Sigma Securities
New York
$457K -$1.77M -17,139 -79%
TCFP
1182
Treasure Coast Financial Planning
Florida
$456K +$2.06K +20 +0.5%
CM
1183
Caption Management
Oklahoma
$456K -$309K -3,000 -40%
LMKC
1184
L.M. Kohn & Company
Ohio
$456K +$18K +175 +4%
RB
1185
Renasant Bank
Mississippi
$454K +$18K +175 +4%
FMB
1186
Field & Main Bank
Kentucky
$454K +$11.3K +110 +3%
CFA
1187
CWS Financial Advisors
Michigan
$454K -$28.3K -293 -6%
LI
1188
Lafayette Investments
Maryland
$453K -$66.4K -645 -13%
WPA
1189
West Paces Advisors
Georgia
$452K
AWAP
1190
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$452K -$13.4K -130 -3%
SAG
1191
SageView Advisory Group
California
$451K +$451K +4,375 New
CS
1192
Crescent Sterling
Louisiana
$450K +$450K +4,370 New
SFO
1193
Stokes Family Office
Louisiana
$450K +$170K +1,650 +61%
RBC
1194
Roble Belko & Company
Pennsylvania
$449K
PFC
1195
Phocas Financial Corp
California
$449K -$139K -1,353 -24%
Verition Fund Management
1196
Verition Fund Management
Connecticut
$449K -$3.56M -34,544 -89%
3IP
1197
3Chopt Investment Partners
Virginia
$448K +$448K +4,346 New
BHPW
1198
Beverly Hills Private Wealth
California
$447K +$447K +4,343 New
PWLP
1199
Prio Wealth Limited Partnership
Massachusetts
$447K -$29.7K -288 -6%
BFC
1200
Blue Fin Capital
Rhode Island
$447K -$1.13K -11 -0.3%