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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 %
EWM
976
EPG Wealth Management
Georgia
$708K -$10.8K -105 -2%
WQ
977
Wealth Quarterback
New Jersey
$708K +$463K +4,500 +190%
FIM
978
Freedom Investment Management
Connecticut
$707K -$584K -5,669 -45%
SWM
979
Spire Wealth Management
Virginia
$706K +$162K +1,574 +30%
BC
980
Barnett & Company
Tennessee
$705K -$161K -1,559 -19%
CFA
981
Compass Financial Advisors
Indiana
$705K +$22.8K +221 +3%
MGIA
982
Moneta Group Investment Advisors
Missouri
$701K -$98.1K -958 -12%
AWM
983
Avior Wealth Management
Nebraska
$700K +$117K +1,133 +20%
SFG
984
Summit Financial Group
West Virginia
$700K -$6.8K -66 -1%
IAS
985
Investment Advisory Services
Texas
$696K -$14.7K -143 -2%
WPC
986
Waters Parkerson & Co
Louisiana
$696K -$53.8K -522 -7%
MIP
987
Marietta Investment Partners
Wisconsin
$695K
WWM
988
Western Wealth Management
Colorado
$693K -$873K -8,471 -56%
BS
989
Bessemer Securities
New York
$690K +$690K +6,700 New
WT
990
Washington Trust
Rhode Island
$689K -$139K -1,348 -17%
BOPW
991
Brandywine Oak Private Wealth
Pennsylvania
$689K -$76.2K -740 -10%
IB
992
Intrust Bank
Kansas
$688K -$126K -1,225 -15%
CD
993
Chapin Davis
Maryland
$687K +$687K +6,672 New
HL
994
HeadInvest LLC
Maine
$686K +$84.7K +822 +14%
BIA
995
Bigelow Investment Advisors
Maine
$683K -$33.2K -322 -5%
DA
996
Doliver Advisors
Texas
$682K +$426K +4,140 +167%
NWM
997
Northcape Wealth Management
New York
$681K -$901K -8,744 -57%
QI
998
Qtron Investments
Massachusetts
$681K -$558K -5,416 -45%
FAIM
999
Financial Advocates Investment Management
Washington
$676K +$433K +4,202 +178%
ESB
1000
Essex Savings Bank
Connecticut
$675K -$29.7K -288 -4%