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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 %
CWP
901
Core Wealth Partners
California
$827K +$827K +4,188 New
KFGK
902
Keystone Financial Group (Kentucky)
Kentucky
$825K +$7.31K +71 +0.9%
LWA
903
Lineweaver Wealth Advisors
Ohio
$821K +$7.11K +69 +0.9%
WIM
904
WealthPlan Investment Management
Nebraska
$820K +$121K +1,207 +17%
AMBIA
905
Allen Mooney & Barnes Investment Advisors
Georgia
$819K +$105K +1,021 +15%
QCG
906
Quadrant Capital Group
Ohio
$819K -$45.3K -440 -5%
PWM
907
Perigon Wealth Management
California
$818K -$81.6K -792 -9%
WP
908
WealthPLAN Partners
Nebraska
$816K +$816K +8,201 New
IIM
909
InTrack Investment Management
Vermont
$813K +$91.1K +885 +13%
BHIA
910
Birch Hill Investment Advisors
Massachusetts
$812K
RWA
911
Rainsberger Wealth Advisors
Colorado
$811K +$57.6K +559 +8%
SL
912
Salomon & Ludwin
Virginia
$808K +$170K +1,653 +27%
IMOV
913
Investment Management of Virginia
Virginia
$806K -$13.6K -132 -2%
TTWM
914
TCV Trust & Wealth Management
Virginia
$803K -$18K -175 -2%
PA
915
Prossimo Advisors
California
$802K +$802K +7,783 New
OIA
916
Optimum Investment Advisors
Illinois
$802K
CS
917
Capital Square
Tennessee
$801K +$4.84K +47 +0.6%
LWAM
918
Legacy Wealth Asset Management
Minnesota
$796K +$14.9K +145 +2%
WHC
919
Wulff, Hansen & Co
California
$796K -$4.12K -40 -0.5%
GLR
920
Great Lakes Retirement
Ohio
$796K +$796K +7,725 New
MYIA
921
Mount Yale Investment Advisors
Colorado
$795K +$1.96K +19 +0.2%
BCA
922
Bay Colony Advisors
Massachusetts
$795K +$77.4K +752 +11%
BONH
923
Bank of New Hampshire
New Hampshire
$794K -$116K -1,130 -13%
KCPG
924
Kavar Capital Partners Group
Kansas
$794K +$927 +9 +0.1%
WorldQuant Millennium Advisors
925
WorldQuant Millennium Advisors
New York
$787K