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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 %
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$898K -$70.1K -681 -7%
AF
877
Aldebaran Financial
$896K
FBB
878
Fulton Breakefield Broenniman
Maryland
$895K +$63.6K +618 +8%
WPP
879
Whalerock Point Partners
Rhode Island
$889K +$13.9K +135 +2%
LWM
880
Laidlaw Wealth Management
New York
$887K +$34.9K +339 +4%
MG
881
Mather Group
Illinois
$886K +$179K +1,740 +25%
MFG
882
MidWestOne Financial Group
Iowa
$886K +$1.24K +12 +0.1%
AA
883
Advisory Alpha
Michigan
$883K +$4.12K +40 +0.5%
O
884
Ossiam
France
$881K -$2.16M -20,962 -71%
FVWA
885
Foster Victor Wealth Advisors
South Carolina
$880K +$279K +2,649 +46%
FMAEN1
886
Fund Management at Engine No 1
California
$873K +$110K +1,072 +14%
VVP
887
Venture Visionary Partners
Ohio
$871K +$10.5K +102 +1%
WBCM
888
Wilson & Boucher Capital Management
California
$868K -$6.69K -65 -0.8%
SGI
889
Summit Global Investments
Utah
$865K -$6.15M -59,773 -88%
SOS
890
Silver Oak Securities
Tennessee
$865K -$325K -3,162 -27%
WFS
891
Widmann Financial Services
Maryland
$858K +$15.8K +153 +2%
CAI
892
Capital Advisors Inc
Oklahoma
$853K +$138K +1,338 +19%
TCA
893
Transcend Capital Advisors
New Jersey
$850K -$68.9K -669 -7%
TFA
894
Transamerica Financial Advisors
Florida
$850K -$258K -2,500 -23%
CAM
895
Centre Asset Management
New York
$844K -$32.5K -316 -4%
JSL
896
JT Stratford LLC
Georgia
$844K +$47.4K +460 +6%
HNWAG
897
High Net Worth Advisory Group
Florida
$840K -$5.25K -51 -0.6%
GI
898
Gradient Investments
Minnesota
$838K -$98.2K -954 -10%
GC
899
Grimes & Company
Massachusetts
$834K +$2.37K +23 +0.3%
SWM
900
Segment Wealth Management
Texas
$833K +$15.4K +150 +2%