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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 %
KCM
1526
KRS Capital Management
Michigan
$221K +$221K +2,147 New
LRPA
1527
L. Roy Papp & Associates
Arizona
$220K +$220K +2,135 New
BCM
1528
Becker Capital Management
Oregon
$219K -$45.8K -445 -17%
IAG
1529
Investmark Advisory Group
Connecticut
$219K +$219K +2,128 New
AC
1530
AXQ Capital
New Jersey
$218K +$218K +2,120 New
CCA
1531
Column Capital Advisors
Indiana
$217K
VIA
1532
Virtus Investment Advisers
Connecticut
$217K
BWM
1533
Blossom Wealth Management
California
$217K +$217K +2,103 New
RPWA
1534
Regent Peak Wealth Advisors
Georgia
$216K -$128K -1,240 -37%
STA
1535
Summit Trail Advisors
New York
$216K -$128K -1,246 -37%
GPA
1536
Guerra Pan Advisors
New Jersey
$216K +$216K +2,093 New
AAS
1537
Annex Advisory Services
Wisconsin
$215K -$113K -1,100 -34%
TWM
1538
Tradition Wealth Management
Minnesota
$215K +$2.89K +28 +1%
PWPS
1539
Pinnacle Wealth Planning Services
Ohio
$215K -$88.7K -861 -29%
BFG
1540
Barber Financial Group
Kansas
$215K +$215K +2,084 New
PP
1541
PDS Planning
Ohio
$214K -$10.8K -105 -5%
HWA
1542
HHM Wealth Advisors
Tennessee
$214K
CWP
1543
CFM Wealth Partners
Texas
$214K -$11.2K -109 -5%
HCA
1544
Horan Capital Advisors
Ohio
$214K +$214K +2,078 New
PFM
1545
Patton Fund Management
Texas
$214K +$214K +2,078 New
SIG
1546
Sargent Investment Group
Maryland
$213K +$213K +2,069 New
TFS
1547
Thoroughbred Financial Services
Tennessee
$213K +$213K +2,071 New
LIG
1548
Lokken Investment Group
Delaware
$213K +$213K +2,068 New
ERIC
1549
Eagle Rock Investment Company
Georgia
$212K +$212K +2,005 New
MCM
1550
MV Capital Management
Maryland
$211K -$25K -243 -11%