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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 %
AI
1701
AXS Investments
New York
$53.7K +$53.7K +521 New
AS
1702
Altshuler Shaham
Israel
$53.3K -$412 -4 -0.8%
AWM
1703
Abound Wealth Management
Tennessee
$52.6K +$4.23K +41 +9%
CAS
1704
Coppell Advisory Solutions
Texas
$52.5K +$52.5K +510 New
CASC
1705
Coppell Advisory Solutions Corp
Texas
$52.5K +$52.5K +510 New
HWMA
1706
Heritage Wealth Management (Arizona)
Arizona
$51.9K +$32.4K +315 +167%
HSA
1707
Hussman Strategic Advisors
Maryland
$51.5K
BIA
1708
Bell Investment Advisors
California
$50.6K +$25.7K +250 +104%
MWM
1709
MinichMacGregor Wealth Management
New York
$50.5K +$50.5K +490 New
BEI
1710
Benjamin Edwards Inc
Missouri
$50K +$104 +1 +0.2%
LWCFA
1711
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.1K -$721 -7 -1%
TF
1712
TimeScale Financial
Massachusetts
$48K
LF
1713
Lee Financial
Texas
$48K
GFPC
1714
Global Financial Private Client
Florida
$47.4K +$16.5K +160 +53%
RF
1715
Robbins Farley
New Hampshire
$46.3K
KFS
1716
Kelly Financial Services
Massachusetts
$45.9K +$309 +3 +0.7%
HCM
1717
Horrell Capital Management
Arkansas
$44K
CAL
1718
Capital Advisors Ltd
Ohio
$42K +$26.5K +510 +171%
CWM
1719
Compass Wealth Management
Connecticut
$41.2K +$41.2K +400 New
PP
1720
PrairieView Partners
Minnesota
$41K
TCM
1721
TD Capital Management
Tennessee
$40.7K +$411 +4 +1%
OWA
1722
One Wealth Advisors
California
$40.7K +$40.7K +395 New
ME
1723
McIlrath & Eck
Washington
$40.4K -$721 -7 -2%
AAMA
1724
Advanced Asset Management Advisors
Ohio
$39.8K +$39.8K +387 New
RFS
1725
Retirement Financial Solutions
Tennessee
$38.2K +$38.2K +371 New