DUK icon

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 %
AA
1651
Addison Advisors
Vermont
$110K -$13.6K -132 -11%
LFG
1652
Larson Financial Group
Missouri
$109K
PSB
1653
Piscataqua Savings Bank
New Hampshire
$109K +$5.05K +49 +5%
SAM
1654
S.A. Mason
Michigan
$107K
FA
1655
Fiduciary Alliance
South Carolina
$105K +$105K +1,023 New
CFFP
1656
Center for Financial Planning
Michigan
$105K -$23.2K -225 -18%
WB
1657
Webster Bank
Connecticut
$105K
CJL
1658
Cyrus J. Lawrence
New York
$104K
MFC
1659
Mechanics Financial Corp
Ohio
$103K
GIA
1660
Goodwin Investment Advisory
Georgia
$99.1K
SIS
1661
Sound Income Strategies
Florida
$97.7K +$23.8K +231 +32%
CAC
1662
Core Alternative Capital
Georgia
$97.4K -$1.34K -13 -1%
PWMG
1663
Prestige Wealth Management Group
New Jersey
$95.5K +$14.2K +138 +17%
KA
1664
Kozak & Associates
Colorado
$92K +$922 +9 +1%
JMF
1665
Johnson Midwest Financial
Iowa
$91K +$513 +5 +0.6%
MFT
1666
Moisand Fitzgerald Tamayo
Florida
$87.3K +$3.3K +32 +4%
KC
1667
Kenfarb & Co
Kentucky
$87K
GTAM
1668
Global Trust Asset Management
Florida
$86.1K -$15.9K -154 -16%
CWM
1669
Cranbrook Wealth Management
Michigan
$85.8K
IRAG
1670
Investment Research & Advisory Group
Georgia
$85.1K +$618 +6 +0.7%
DI
1671
Disciplined Investments
Oklahoma
$81.9K -$27.9K -271 -25%
AIM
1672
Achmea Investment Management
Netherlands
$80K
CA
1673
Centerpoint Advisors
Massachusetts
$80K +$1.03K +10 +1%
CSWM
1674
Cassady Schiller Wealth Management
Ohio
$79K +$79K +767 New
BAM
1675
Bellevue Asset Management
Washington
$76.6K +$102 +1 +0.1%