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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 %
WP
1251
WealthSource Partners
California
$397K -$2.58K -25 -0.6%
RT
1252
Rockland Trust
Massachusetts
$396K +$7.52K +73 +2%
DI
1253
Diligent Investors
California
$393K +$393K +3,816 New
ACM
1254
Advisors Capital Management
New Jersey
$393K -$165K -1,608 -30%
RMCM
1255
Reynders McVeigh Capital Management
Massachusetts
$392K -$11.5K -112 -3%
1IA
1256
1834 Investment Advisors
Wisconsin
$391K -$183K -1,775 -32%
DG
1257
DMC Group
Alabama
$391K -$5.8K -56 -1%
PWMG
1258
Pinnacle Wealth Management Group
Michigan
$390K +$5.15K +50 +1%
ACP
1259
Aveo Capital Partners
Colorado
$390K +$51.7K +502 +15%
CBT
1260
CoreFirst Bank & Trust
Kansas
$389K -$36K -350 -8%
GHAM
1261
Gilman Hill Asset Management
Connecticut
$389K -$51.5K -500 -12%
MGAM
1262
McGowan Group Asset Management
Texas
$389K +$137K +1,327 +54%
KWMG
1263
King Wealth Management Group
Florida
$389K +$103 +1 +0%
AWE
1264
Avidian Wealth Enterprises
Texas
$388K +$388K +3,767 New
BFA
1265
Buttonwood Financial Advisors
Maryland
$386K -$41.2K -400 -10%
MA
1266
MKT Advisors
California
$386K -$6.13K -58 -2%
BCMLT
1267
Beacon Capital Management LLC (Tennessee)
Tennessee
$384K -$1.96K -19 -0.5%
HI
1268
Horizon Investments
North Carolina
$382K +$118K +1,142 +45%
WP
1269
Westmount Partners
California
$382K +$382K +3,707 New
PCP
1270
Proficio Capital Partners
Massachusetts
$381K +$68.1K +662 +22%
DW
1271
Domani Wealth
Pennsylvania
$380K +$4.12K +40 +1%
AC
1272
Abbrea Capital
California
$378K +$56.6K +550 +18%
Millennium Management
1273
Millennium Management
New York
$378K -$18.9M -183,849 -98%
DA
1274
Detalus Advisors
Missouri
$377K -$1.85K -18 -0.5%
AFAS
1275
Acorn Financial Advisory Services
Virginia
$377K +$103 +1 +0%