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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 %
APW
1726
Acima Private Wealth
Virginia
$37.9K
WWP
1727
WR Wealth Planners
Missouri
$37.7K -$4.54K -44 -11%
MWM
1728
Mascoma Wealth Management
New Hampshire
$37.3K
ANBT
1729
American National Bank & Trust
Texas
$37K -$2.38K -23 -6%
AWM
1730
Ameliora Wealth Management
Switzerland
$36K
C
1731
Covestor
United Kingdom
$35K -$307 -3 -0.9%
LD
1732
Lipe & Dalton
New York
$35K +$10.2K +100 +41%
BFPW
1733
BOK Financial Private Wealth
Colorado
$34.6K -$6.28K -61 -15%
TIM
1734
Tortoise Investment Management
New York
$34.4K
AP
1735
Arlington Partners
Alabama
$34.2K
WHG
1736
Westwood Holdings Group
Texas
$34K +$34K +333 New
CPFP
1737
Clear Perspectives Financial Planning
Ohio
$32.9K -$309 -3 -0.9%
GWSA
1738
Global Wealth Strategies & Associates
Colorado
$32.6K +$32.6K +317 New
LWA
1739
Lowe Wealth Advisors
Maryland
$30.8K
PP
1740
PFS Partners
New Jersey
$30.7K
RTC
1741
Riverview Trust Company
Washington
$30K -$86.6K -849 -74%
WI
1742
WJ Interests
Texas
$29.1K +$29.1K +283 New
TFGT
1743
TS Financial Group (TSFG)
Illinois
$29K +$209 +2 +0.7%
RWPA
1744
Richard W. Paul & Associates
Michigan
$28.8K +$28.8K +280 New
EE
1745
EWG Elevate
California
$27.9K +$27.9K +271 New
LFA
1746
Legend Financial Advisors
Pennsylvania
$27.4K
CPG
1747
Cornerstone Planning Group
New Jersey
$27.3K +$27.3K +267 New
EAM
1748
Eukles Asset Management
Ohio
$27K
FWM
1749
Focused Wealth Management
New York
$26.1K +$6.18K +60 +31%
HCM
1750
Highlander Capital Management
New Jersey
$26K