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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 %
MCWS
1126
McKinley Carter Wealth Services
West Virginia
$522K +$62.7K +609 +14%
BFIM
1127
Beese Fulmer Investment Management
Ohio
$522K
CA
1128
Claro Advisors
Massachusetts
$519K +$150K +1,456 +41%
NA
1129
Navellier & Associates
Nevada
$519K +$46.9K +455 +10%
MSFP
1130
Mark Sheptoff Financial Planning
Connecticut
$517K
ZCA
1131
Zeke Capital Advisors
Pennsylvania
$516K +$206 +2 +0%
HA
1132
Hamel Associates
New Jersey
$516K -$106K -1,025 -17%
FPGK
1133
Financial Partners Group (Kansas)
Kansas
$516K +$200 +2 +0%
RWM
1134
Ritholtz Wealth Management
New York
$514K -$539K -5,237 -51%
MIC
1135
Means Investment Company
Maine
$513K +$34.9K +339 +7%
OWM
1136
OneAscent Wealth Management
Alabama
$511K +$42.2K +410 +9%
VWA
1137
Visionary Wealth Advisors
Illinois
$510K +$6.91K +67 +1%
HFM
1138
Hartford Funds Management
Pennsylvania
$509K +$509K +4,947 New
WEG
1139
World Equity Group
Illinois
$507K -$103 -1 -0%
GCMG
1140
Gyroscope Capital Management Group
Florida
$505K +$10.8K +105 +2%
GWP
1141
Gateway Wealth Partners
Wisconsin
$505K +$505K +4,900 New
HWA
1142
Heritage Wealth Advisors
Virginia
$500K
Fisher Asset Management
1143
Fisher Asset Management
Washington
$498K -$98.2K -953 -16%
PFT
1144
Providence First Trust
Arizona
$497K +$32.3K +314 +7%
WFM
1145
Wolff Financial Management
Michigan
$495K
CT
1146
Coastline Trust
Rhode Island
$495K
WTC
1147
WhitTier Trust Company
Nevada
$494K -$618 -6 -0.1%
BFC
1148
Bedel Financial Consulting
Indiana
$494K
SS
1149
Sunbelt Securities
Texas
$493K +$206 +2 +0%
FWP
1150
Firethorn Wealth Partners
Georgia
$493K -$4.43K -43 -0.9%