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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 %
OA
1751
Operose Advisors
Wisconsin
$24.6K
PP
1752
Pacifica Partners
Canada
$24K
DAM
1753
Delta Asset Management
Tennessee
$23.8K +$23.8K +231 New
BC
1754
Burleson & Co
California
$23.8K +$10.9K +106 +85%
SJIM
1755
St. Johns Investment Management
Florida
$23.3K
BAAM
1756
Baker Avenue Asset Management
California
$23.2K +$23.2K +225 New
WOC
1757
West Oak Capital
California
$23K -$9.72K -93 -30%
BCPWM
1758
Bradley & Co Private Wealth Management
Florida
$21.8K
JFA
1759
JNBA Financial Advisors
Minnesota
$20.6K
PCM
1760
Perritt Capital Management
Illinois
$20.5K +$20.5K +199 New
RTL
1761
Red Tortoise LLC
Georgia
$20.5K +$20.5K +199 New
SWA
1762
SOA Wealth Advisors
New York
$20.2K -$4.32K -42 -18%
SPWM
1763
Spartan Planning & Wealth Management
North Carolina
$20.1K +$19.9K +193 +9,650%
FCA
1764
Fortis Capital Advisors
Kansas
$19.8K +$19.8K +192 New
FFL
1765
Financial Freedom LLC
Ohio
$19.8K +$19.8K +192 New
SIC
1766
SJS Investment Consulting
Ohio
$19.4K
DJSG
1767
D.J. St. Germain
Massachusetts
$19.1K +$599 +127 +3%
FCG
1768
Financial Connections Group
California
$19K
SA
1769
SRH Advisors
Kansas
$18K
UIA
1770
Ulland Investment Advisors
Minnesota
$18K +$18K +172 New
FP
1771
Financial Perspectives
Minnesota
$17.3K
CWM
1772
Cedar Wealth Management
California
$17.2K
HFM
1773
Harvest Fund Management
China
$17K
TWD
1774
True Wealth Design
Ohio
$16.4K +$16.4K +159 New
SSC
1775
Syverson Strege & Co
Iowa
$15.9K +$206 +2 +1%