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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 %
VWA
1001
V Wealth Advisors
Kansas
$674K +$103 +1 +0%
EA
1002
Eudaimonia Advisors
Tennessee
$670K -$8.96K -87 -1%
CI
1003
Conning Inc
Connecticut
$668K -$164K -1,595 -20%
FIM
1004
Fruth Investment Management
Texas
$667K
RFA
1005
Resurgent Financial Advisors
Georgia
$665K +$302K +2,932 +83%
CPSAC
1006
Chas P. Smith & Associates (CPS)
Florida
$661K -$126K -1,220 -16%
KCM
1007
Kanawha Capital Management
Virginia
$661K +$6.18K +60 +0.9%
PAG
1008
Powers Advisory Group
Illinois
$659K +$7.93K +77 +1%
PCM
1009
Princeton Capital Management
New Jersey
$656K +$28.8K +280 +5%
NP
1010
NorthRock Partners
Minnesota
$652K -$146K -1,414 -18%
FM
1011
Family Management
New York
$651K -$13.3K -129 -2%
WMA
1012
Wealth Management Associates
New Jersey
$650K -$10.6K -103 -2%
CPWA
1013
Cerro Pacific Wealth Advisors
California
$650K -$89.7K -871 -12%
CA
1014
Cornerstone Advisory
Maryland
$649K -$81.9K -795 -11%
EWM
1015
Endurance Wealth Management
Rhode Island
$647K -$42.8K -416 -6%
GAMC
1016
Garner Asset Management Corp
Texas
$647K +$515 +5 +0.1%
CSIC
1017
Clifford Swan Investment Counsel
California
$647K -$205K -1,989 -24%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$647K -$32.5K -316 -5%
SFI
1019
SPC Financial Inc
Maryland
$646K -$170K -1,655 -21%
IGWM
1020
ICA Group Wealth Management
Colorado
$645K -$1.39M -13,455 -68%
KFA
1021
Kapstone Financial Advisors
Ohio
$644K +$644K +6,312 New
ABC
1022
Associated Banc-Corp
Wisconsin
$643K +$124K +1,207 +24%
BC
1023
Burney Company
Virginia
$643K
MMG
1024
Monetary Management Group
Missouri
$642K
OFG
1025
OmniStar Financial Group
North Carolina
$638K -$10.4K -101 -2%