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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 %
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$2.04M -$42.6K -414 -2%
CPIA
602
Cornell Pochily Investment Advisors
New York
$2.03M +$5.77K +56 +0.3%
CWM
603
Curi Wealth Management
North Carolina
$2.03M +$258K +2,504 +15%
TW
604
TrinityPoint Wealth
Connecticut
$2.03M -$26.4K -256 -1%
BWM
605
BerganKDV Wealth Management
Minnesota
$2.02M -$99.8K -969 -5%
LCOV
606
London Company of Virginia
Virginia
$2.01M
WAS
607
Wealth Advisory Solutions
Indiana
$2M +$1.77M +17,210 +794%
TYCC
608
Texas Yale Capital Corp
Florida
$1.99M +$486K +4,717 +32%
BAM
609
Belpointe Asset Management
Nevada
$1.99M +$1.24K +12 +0.1%
RB
610
Rodgers Brothers
Pennsylvania
$1.98M -$403K -3,914 -17%
CCT
611
Chemung Canal Trust
New York
$1.96M -$277K -2,691 -12%
Luther King Capital Management (LKCM)
612
Luther King Capital Management (LKCM)
Texas
$1.93M +$67.5K +655 +4%
PWP
613
Principle Wealth Partners
Connecticut
$1.93M -$55.7K -541 -3%
ONB
614
Old National Bancorp
Indiana
$1.92M +$96.6K +938 +5%
SWM
615
Scissortail Wealth Management
Oklahoma
$1.92M +$1.92M +19,336 New
HFM
616
Hartford Financial Management
Connecticut
$1.91M -$1.34K -13 -0.1%
GWM
617
Geneos Wealth Management
Colorado
$1.9M +$246K +2,384 +15%
TBA
618
Tower Bridge Advisors
Pennsylvania
$1.9M
GLLW
619
Graves Light Lenhart Wealth
Virginia
$1.89M +$103 +1 +0%
WP
620
WealthShield Partners
North Carolina
$1.88M -$3.61K -35 -0.2%
RIM
621
Redwood Investment Management
Arizona
$1.88M +$1.88M +18,228 New
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$1.87M +$312K +3,027 +20%
OHWP
623
Oak Harbor Wealth Partners
North Carolina
$1.86M +$515 +5 +0%
ZCM
624
Ziegler Capital Management
Illinois
$1.86M -$139K -1,345 -7%
BCP
625
Berkeley Capital Partners
Georgia
$1.84M +$172K +1,672 +10%