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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 %
VA
1101
Valmark Advisers
Ohio
$539K +$215K +2,084 +66%
BWM
1102
BCGM Wealth Management
Indiana
$538K -$52.9K -514 -9%
PCS
1103
Personal CFO Solutions
New Jersey
$537K +$15.2K +148 +3%
ACI
1104
Alpha Cubed Investments
California
$536K +$15.6K +151 +3%
CAG
1105
Crestwood Advisors Group
Massachusetts
$535K -$202K -1,959 -27%
VT
1106
Vise Technologies
New York
$535K +$55.3K +537 +12%
HFS
1107
Horizon Financial Services
North Carolina
$535K +$824 +8 +0.2%
CWP
1108
Concord Wealth Partners
Virginia
$535K -$218K -2,120 -29%
CWM
1109
C2C Wealth Management
Arizona
$534K -$3.38K -33 -0.6%
MA
1110
MBA Advisors
Pennsylvania
$533K
VIA
1111
Vident Investment Advisory
Georgia
$533K +$533K +5,171 New
FMP
1112
Financial Management Professionals
Texas
$532K +$45.7K +443 +9%
CGH
1113
CMG Global Holdings
Texas
$531K -$7K -68 -1%
SIM
1114
Sentry Investment Management
Wisconsin
$531K
ECM
1115
Evergreen Capital Management
Washington
$531K +$29.1K +283 +6%
BFM
1116
Boston Financial Management
Massachusetts
$530K -$54.1K -525 -9%
FIBT
1117
First International Bank & Trust
North Dakota
$529K +$21.2K +206 +4%
DSC
1118
Duncker Streett & Co
Missouri
$529K +$21.4K +208 +4%
PCMN
1119
Paradigm Capital Management (Nevada)
Nevada
$528K -$12.9K -125 -2%
PWMAG
1120
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$113K +1,094 +27%
SWA
1121
Sutton Wealth Advisors
Florida
$524K -$69.9K -679 -12%
GP
1122
Girard Partners
Pennsylvania
$523K +$142K +1,381 +37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$523K +$230K +2,236 +79%
CFS
1124
Cannon Financial Strategists
Georgia
$522K -$10.7K -104 -2%
SSB
1125
Sandy Spring Bank
Maryland
$522K -$721 -7 -0.1%