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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 %
NB
1426
Nicolet Bankshares
Wisconsin
$267K -$34.7K -337 -12%
BCMO
1427
Buckingham Capital Management (Ohio)
Ohio
$267K +$8.75K +85 +3%
BWCS
1428
Beirne Wealth Consulting Services
Connecticut
$266K +$618 +6 +0.2%
CNBTD
1429
Citizens National Bank Trust Department
Mississippi
$266K
GG
1430
Gleason Group
Kentucky
$266K +$2.58K +25 +1%
CWM
1431
Centurion Wealth Management
Virginia
$265K +$265K +2,572 New
BA
1432
Bennicas & Associates
California
$265K
GFP
1433
Gryphon Financial Partners
Ohio
$265K -$50.7K -492 -16%
SWM
1434
Sugarloaf Wealth Management
Georgia
$264K -$284K -2,754 -52%
CW
1435
Cook Wealth
North Carolina
$264K +$5.15K +50 +2%
WA
1436
Waddell & Associates
Tennessee
$263K +$4.43K +43 +2%
MRCM
1437
M&R Capital Management
New Jersey
$262K +$72.1K +700 +38%
IAM
1438
Innovis Asset Management
Illinois
$262K +$262K +2,543 New
TA
1439
TFG Advisers
Michigan
$261K -$11.4K -111 -4%
BFS
1440
Bickling Financial Services
Massachusetts
$261K +$927 +9 +0.4%
VWM
1441
Valley Wealth Managers
New Jersey
$261K -$40K -388 -13%
BEAM
1442
Baker Ellis Asset Management
Washington
$261K
EFH
1443
Eaton Financial Holdings
Florida
$261K +$261K +2,530 New
HVP
1444
Hudson Value Partners
Florida
$260K +$260K +2,525 New
TAIM
1445
TD Ameritrade Investment Management
Nebraska
$260K -$85.5K -831 -25%
KA
1446
Klingman & Associates
New York
$259K +$7.21K +70 +3%
EHWM
1447
Eads & Heald Wealth Management
Georgia
$259K +$2.57K +25 +1%
FFA
1448
First Foundation Advisors
California
$258K +$28.6K +278 +12%
RC
1449
Roundview Capital
New Jersey
$258K +$258K +2,501 New
V
1450
VeraBank
Texas
$258K