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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 %
LCM
1551
Liberty Capital Management
Michigan
$211K +$211K +2,050 New
W
1552
WealthOne
New York
$211K +$211K +2,049 New
AWM
1553
Absher Wealth Management
North Carolina
$210K +$210K +2,042 New
VCM
1554
Virtue Capital Management
Tennessee
$210K +$210K +2,041 New
BCG
1555
Breakwater Capital Group
New Jersey
$210K +$210K +2,039 New
VWM
1556
Venturi Wealth Management
Texas
$210K -$85.5K -830 -29%
AWAU
1557
Alliance Wealth Advisors (Utah)
Utah
$209K +$209K +2,034 New
NC
1558
NBW Capital
Massachusetts
$209K +$209K +2,032 New
NSAM
1559
North Star Asset Management
Wisconsin
$209K +$209K +2,030 New
AA
1560
Auxano Advisors
Washington
$209K +$209K +2,027 New
MAM
1561
McLean Asset Management
Virginia
$209K +$209K +2,027 New
AC
1562
Avestar Capital
New York
$208K +$208K +2,022 New
FNA
1563
First National Advisers
Nebraska
$208K +$30.8K +299 +17%
HWM
1564
HFR Wealth Management
New York
$208K +$208K +2,022 New
XWM
1565
Xcel Wealth Management
Florida
$208K +$208K +2,019 New
NCMW
1566
Northern Capital Management (Washington)
Washington
$207K +$207K +2,009 New
LIA
1567
LS Investment Advisors
Michigan
$206K +$206K +2,000 New
CFS
1568
Capital Financial Services
New York
$206K +$206K +2,000 New
TCM
1569
Traynor Capital Management
Pennsylvania
$206K +$206K +2,000 New
PTCG
1570
Pring Turner Capital Group
California
$205K +$205K +1,991 New
KBFS
1571
Kohmann Bosshard Financial Services
Ohio
$205K +$205K +1,991 New
PB
1572
Pinnacle Bancorp
Nebraska
$205K -$1.44K -14 -0.7%
RCA
1573
Ranch Capital Advisors
Florida
$205K +$205K +1,990 New
AC
1574
Apella Capital
Connecticut
$205K +$205K +1,988 New
DMBA
1575
Deseret Mutual Benefit Administrators
Utah
$204K -$171K -1,657 -46%