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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 %
SJL
1451
Shayne & Jacobs LLC
Tennessee
$257K
BST
1452
Bath Savings Trust
Maine
$257K +$6.89K +67 +3%
JSW
1453
Journey Strategic Wealth
New Jersey
$256K -$83.4K -810 -25%
FMTC
1454
Farmers & Merchants Trust Company
California
$254K
LA
1455
LexAurum Advisors
Kansas
$253K
GA
1456
Greytown Advisors
Florida
$252K -$2.27K -22 -0.9%
FFWA
1457
FRG Family Wealth Advisors
Washington
$252K
W
1458
Wealthquest
Ohio
$252K -$14.5K -141 -5%
MBT
1459
Montecito Bank & Trust
California
$252K +$252K +2,443 New
EF
1460
Empowered Funds
Pennsylvania
$251K -$538K -5,222 -68%
CCA
1461
Cobblestone Capital Advisors
New York
$251K -$8.03K -78 -3%
SCI
1462
S&CO Inc
Massachusetts
$251K
MA
1463
Mezzasalma Advisors
New Jersey
$251K -$17.5K -170 -7%
CA
1464
CapWealth Advisors
Tennessee
$251K +$3.4K +33 +1%
PPW
1465
Pasadena Private Wealth
California
$250K +$1.44K +14 +0.6%
GIA
1466
GHP Investment Advisors
Colorado
$250K +$33.9K +329 +16%
BIM
1467
Bridges Investment Management
Nebraska
$250K
GAM
1468
Griffin Asset Management
New York
$250K -$39.2K -381 -14%
AFGAS
1469
Allegiance Financial Group Advisory Services
Virginia
$249K +$249K +2,420 New
RCWM
1470
Royal Capital Wealth Management
Indiana
$249K
TA
1471
TrueWealth Advisors
Alabama
$249K -$2.16K -21 -0.9%
SA
1472
Shilanski & Associates
Alaska
$248K +$248K +2,406 New
SRSA
1473
S.R. Schill & Associates
Washington
$247K +$247K +2,398 New
JWM
1474
Janiczek Wealth Management
Colorado
$246K -$19.8K -188 -7%
SWP
1475
Semus Wealth Partners
Florida
$246K +$246K +2,389 New