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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 %
LS
1676
Leelyn Smith
Illinois
$75.9K +$55.6K +540 +274%
GFWA
1677
Grey Fox Wealth Advisors
Delaware
$75.9K +$75.9K +737 New
JWA
1678
JFS Wealth Advisors
Pennsylvania
$75.7K -$3.5K -34 -4%
LIA
1679
Luken Investment Analytics
Tennessee
$74.3K +$74.3K +721 New
ACM
1680
Antonetti Capital Management
Florida
$74.2K
SC
1681
Seldon Capital
California
$73.1K
RDIA
1682
RE Dickinson Investment Advisors
Iowa
$73K
BWAM
1683
Boyd Watterson Asset Management
Ohio
$71.8K +$71.8K +697 New
EDRH
1684
Edmond de Rothschild Holding
Switzerland
$68.7K
MSCM
1685
McElhenny Sheffield Capital Management
Texas
$68.6K +$68.6K +666 New
PCTC
1686
Perkins Coie Trust Company
Washington
$68.1K -$10.3K -100 -13%
MTIC
1687
Missouri Trust & Investment Company
Missouri
$67K
WSCM
1688
Wellington Shields Capital Management
New York
$66.8K
CWA
1689
Clearview Wealth Advisors
Oregon
$65.1K +$5.87K +57 +10%
TAM
1690
Tucker Asset Management
Colorado
$61.6K
LTI
1691
Laffer Tengler Investments
Tennessee
$61.4K
JGIA
1692
Jackson Grant Investment Advisers
Connecticut
$60.8K
EL
1693
EMFO LLC
Florida
$60.1K
SCA
1694
Stuart Chaussee & Associates
California
$60K
OLVIG
1695
Oliver Lagore Vanvalin Investment Group
Michigan
$59.9K -$824 -8 -1%
VCM
1696
Versant Capital Management
Arizona
$59.7K -$2.16K -21 -3%
TFM
1697
TFC Financial Management
Massachusetts
$59.5K -$1.96K -19 -3%
PGAM
1698
Princeton Global Asset Management
New Jersey
$58K
FCT
1699
First Community Trust
Iowa
$56K
CH
1700
Canton Hathaway
Rhode Island
$55K