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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 %
CICI
776
Capital Investment Counsel Inc
North Carolina
$1.18M +$130K +1,263 +12%
NRS
777
Neville Rodie & Shaw
New York
$1.18M +$237K +2,300 +25%
SFS
778
Stiles Financial Services
Minnesota
$1.17M +$8.65K +84 +0.7%
SIA
779
Schechter Investment Advisors
Michigan
$1.17M +$86.7K +842 +8%
CB
780
CNB Bank
Pennsylvania
$1.16M +$31.2K +303 +3%
MWM
781
Meridian Wealth Management
Kentucky
$1.16M +$7.73K +75 +0.7%
MWM
782
Mission Wealth Management
California
$1.16M +$776K +7,531 +202%
CA
783
CGN Advisors
Kansas
$1.15M +$417K +4,047 +57%
LWP
784
LMG Wealth Partners
Louisiana
$1.15M +$1.15M +11,049 New
KIA
785
KCM Investment Advisors
California
$1.15M -$9.07K -88 -0.8%
OC
786
Oakworth Capital
Alabama
$1.15M -$35.8K -348 -3%
LDFR
787
Lehman & Derafelo Financial Resources
Pennsylvania
$1.14M +$17.1K +166 +2%
MCA
788
MSH Capital Advisors
Arizona
$1.14M +$28.1K +273 +3%
BTWM
789
Baker Tilly Wealth Management
Wisconsin
$1.14M -$121K -1,175 -10%
DBRC
790
D.B. Root & Company
Pennsylvania
$1.14M +$64.5K +626 +6%
RA
791
RFG Advisory
Alabama
$1.14M -$19.3K -192 -2%
FFN
792
Focus Financial Network
Minnesota
$1.14M +$55.8K +542 +5%
MAM
793
Mystic Asset Management
Rhode Island
$1.13M +$11.8K +115 +1%
AIA
794
Arbor Investment Advisors
North Carolina
$1.13M +$700K +6,793 +162%
MLA
795
My Legacy Advisors
Oregon
$1.13M +$164K +1,627 +17%
QCM
796
Quantinno Capital Management
New York
$1.13M +$701K +6,805 +164%
BFO
797
Biltmore Family Office
North Carolina
$1.11M -$824 -8 -0.1%
CB
798
Cadence Bank
Mississippi
$1.11M -$18.8K -183 -2%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$1.11M
SC
800
Schulhoff & Co
Ohio
$1.1M -$24.1K -234 -2%