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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 %
CCT
1376
Capital City Trust
Florida
$301K
MCM
1377
McDonough Capital Management
Florida
$300K -$51.7K -502 -15%
MCM
1378
McMillion Capital Management
North Carolina
$299K
WBC
1379
West Branch Capital
Massachusetts
$299K
MFWP
1380
Mosaic Family Wealth Partners
Missouri
$298K +$298K +2,894 New
FCP
1381
Fidelis Capital Partners
Florida
$295K +$295K +2,809 New
SWA
1382
SFMG Wealth Advisors
Texas
$294K
CCM
1383
Canal Capital Management
Virginia
$294K -$82.1K -797 -22%
NAG
1384
Northstar Advisory Group
New Jersey
$293K
WAM
1385
Weatherly Asset Management
California
$293K -$20.4K -198 -7%
RWP
1386
RWA Wealth Partners
Massachusetts
$292K -$11.1K -105 -4%
BWA
1387
BDO Wealth Advisors
Florida
$291K -$97.2K -944 -25%
SIG
1388
Spinnaker Investment Group
California
$291K
ACM
1389
Altrius Capital Management
North Carolina
$290K +$6.59K +64 +2%
RFA
1390
Register Financial Advisors
Georgia
$289K +$289K +2,810 New
MCM
1391
Mainstay Capital Management
Michigan
$288K
ICA
1392
Infrastructure Capital Advisors
New York
$287K +$26K +252 +10%
VFP
1393
Verus Financial Partners
Virginia
$287K -$11.6K -113 -4%
YIA
1394
YHB Investment Advisors
Connecticut
$287K -$23.9K -232 -8%
VFPW
1395
Vantage Financial Partners (Wisconsin)
Wisconsin
$285K +$1.34K +13 +0.5%
PCA
1396
Prosperity Capital Advisors
Ohio
$285K +$285K +2,769 New
MCM
1397
McRae Capital Management
New Jersey
$285K -$28.7K -279 -9%
BCAM
1398
Boston Common Asset Management
Massachusetts
$284K +$6.59K +64 +2%
Kayne Anderson Rudnick Investment Management
1399
Kayne Anderson Rudnick Investment Management
California
$282K +$2.47K +24 +0.9%
TCOO
1400
Trust Company of Oklahoma
Oklahoma
$281K +$52K +505 +23%