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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 %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$2.85M -$671K -6,516 -19%
EWM
502
Evercore Wealth Management
New York
$2.85M -$98.5K -956 -3%
LOPW
503
Live Oak Private Wealth
North Carolina
$2.84M +$23.4K +227 +0.8%
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M
MOS
505
MGO One Seven
Ohio
$2.83M +$83.2K +808 +3%
MFG
506
Merit Financial Group
Georgia
$2.83M +$372K +3,608 +15%
AWM
507
Apollon Wealth Management
South Carolina
$2.82M +$42.4K +412 +2%
PMIA
508
Patrick Mauro Investment Advisor
Illinois
$2.8M +$281K +2,728 +11%
VWMG
509
Virginia Wealth Management Group
Virginia
$2.8M -$47.3K -459 -2%
Walleye Capital
510
Walleye Capital
New York
$2.79M -$3.31M -32,185 -54%
Lido Advisors
511
Lido Advisors
California
$2.79M +$198K +1,919 +8%
OIA
512
OneDigital Investment Advisors
Kansas
$2.78M +$2.06M +20,004 +287%
WAM
513
Wolverine Asset Management
Illinois
$2.77M -$7.48M -72,650 -73%
SCA
514
Stonebridge Capital Advisors
Minnesota
$2.76M +$675K +6,556 +32%
GCA
515
Greenwood Capital Associates
South Carolina
$2.76M +$335K +3,254 +14%
ONST
516
Old North State Trust
North Carolina
$2.74M +$28.5K +277 +1%
SW
517
SVB Wealth
Massachusetts
$2.7M +$231K +2,245 +9%
SCP
518
Stamos Capital Partners
California
$2.68M -$1.89M -18,370 -41%
B
519
Bailard
California
$2.67M -$19.5K -189 -0.7%
BBA
520
BLB&B Advisors
Pennsylvania
$2.67M -$88.9K -863 -3%
TSWM
521
Triangle Securities Wealth Management
North Carolina
$2.66M +$34.9K +339 +1%
SSWG
522
Seven Springs Wealth Group
Tennessee
$2.66M -$153K -1,481 -5%
CWC
523
Carolinas Wealth Consulting
North Carolina
$2.64M +$17K +988 +0.6%
OCM
524
Orleans Capital Management
Louisiana
$2.62M
PFO
525
Pathstone Family Office
New Jersey
$2.6M +$783K +11,620 +43%