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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 %
WWM
701
Wagner Wealth Management
South Carolina
$1.47M +$328K +3,189 +29%
PPW
702
Parcion Private Wealth
Washington
$1.47M
JAG
703
Journey Advisory Group
Kentucky
$1.46M +$212K +2,057 +17%
MIM
704
MTM Investment Management
South Carolina
$1.46M +$2.78K +27 +0.2%
MHIC
705
Marble Harbor Investment Counsel
Massachusetts
$1.45M
HI
706
Harbour Investments
Wisconsin
$1.44M +$386K +3,746 +37%
EWM
707
Evermay Wealth Management
Virginia
$1.44M +$123K +1,198 +9%
ACA
708
Aptus Capital Advisors
Alabama
$1.43M +$11.3K +110 +0.8%
CWG
709
Cornerstone Wealth Group
North Carolina
$1.43M -$9.6M -93,210 -87%
AG
710
AIA Group
Hong Kong
$1.43M +$846K +8,213 +146%
SBIA
711
Sheaff Brock Investment Advisors
Indiana
$1.42M -$10.4K -101 -0.7%
FNC
712
First National Corp
Massachusetts
$1.42M +$13.5K +131 +1%
BMA
713
Brooks Moore & Associates
Tennessee
$1.42M
B
714
Bellecapital
Switzerland
$1.4M +$26.2K +254 +2%
NI
715
Nepsis Inc
Minnesota
$1.4M -$30.5K -296 -2%
PG
716
Patten Group
Tennessee
$1.4M +$584K +5,673 +72%
FCCM
717
First City Capital Management
Georgia
$1.4M -$126K -1,222 -8%
EWA
718
EP Wealth Advisors
California
$1.39M -$1.06M -10,319 -43%
DT
719
Diversified Trust
Tennessee
$1.38M +$139K +1,347 +11%
CFD
720
Creative Financial Designs
Indiana
$1.38M +$85.4K +829 +7%
BI
721
Ballast Inc
Kentucky
$1.38M +$28.8K +280 +2%
PPC
722
Park Place Capital
Alabama
$1.37M +$1.37M +13,333 New
Holocene Advisors
723
Holocene Advisors
New York
$1.37M -$6.36M -61,710 -82%
WA
724
Wealth Alliance
New York
$1.37M +$201K +1,949 +17%
LWAC
725
Laurel Wealth Advisors (California)
California
$1.36M +$21.3K +207 +2%