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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 %
JF
1201
Joule Financial
Kentucky
$446K -$17K -165 -4%
FHA
1202
Flagship Harbor Advisors
Massachusetts
$446K +$12.9K +125 +3%
SIA
1203
Strategic Investment Advisors
Michigan
$443K +$190K +1,844 +75%
PWM
1204
PBMares Wealth Management
Virginia
$443K +$75.3K +731 +20%
RAG
1205
RIA Advisory Group
Iowa
$442K +$442K +4,296 New
MCM
1206
Marathon Capital Management
Maryland
$442K +$23.6K +229 +6%
ORC
1207
O'Rourke & Company
Massachusetts
$440K +$11.1K +108 +3%
DWM
1208
Darwin Wealth Management
Florida
$434K
CAM
1209
Cypress Asset Management
Texas
$434K -$1.03K -10 -0.2%
PCMF
1210
Private Capital Management (Florida)
Florida
$433K +$61.8K +600 +17%
FPGT
1211
Financial Partners Group (Tennessee)
Tennessee
$432K +$432K +4,193 New
QCIG
1212
Quad-Cities Investment Group
Iowa
$432K
GWAG
1213
Garrett Wealth Advisory Group
Texas
$430K +$4.22K +41 +1%
OCG
1214
Opus Capital Group
Ohio
$429K
HAIM
1215
Hunter Associates Investment Management
Pennsylvania
$429K
WLIM
1216
White Lighthouse Investment Management
Massachusetts
$428K
CIS
1217
Connors Investor Services
Pennsylvania
$425K
BFA
1218
Bill Few Associates
Pennsylvania
$425K -$9.99K -97 -2%
WIC
1219
Wilkins Investment Counsel
Massachusetts
$424K
EWA
1220
EverSource Wealth Advisors
Alabama
$423K +$124K +1,208 +42%
KS
1221
Karpas Strategies
Connecticut
$422K +$927 +9 +0.2%
RMAM
1222
Raab & Moskowitz Asset Management
New Jersey
$420K +$33.4K +324 +9%
HIA
1223
Harbor Investment Advisory
Maryland
$419K
OHWA
1224
Oak Hill Wealth Advisors
Virginia
$417K +$417K +4,051 New
DLA
1225
Douglas Lane & Associates
New York
$415K -$31.3K -304 -7%