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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 %
OCM
1776
Orion Capital Management
California
$15.4K
MUMSS
1777
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$15K -150 -50%
HWM
1778
Horizons Wealth Management
North Carolina
$15K
CDIA
1779
Capital Directions Investment Advisors
Georgia
$14.8K +$14.8K +144 New
FSWA
1780
Financial Synergies Wealth Advisors
Texas
$14.6K +$13.3K +129 +992%
PO
1781
Private Ocean
California
$14.4K -$51.5K -500 -78%
MIM
1782
Macroview Investment Management
Maryland
$13.9K +$205 +2 +2%
DWA
1783
Delos Wealth Advisors
Texas
$13.6K
RA
1784
Rise Advisors
New York
$13.2K +$103 +1 +0.8%
APP
1785
Alpha Paradigm Partners
Illinois
$13K -$144K -1,422 -92%
HF
1786
Halpern Financial
Virginia
$12.7K
IAA
1787
Independent Advisor Alliance
North Carolina
$12.5K -$67 -647 -0.5%
AF
1788
Affiance Financial
Minnesota
$12.4K +$12.4K +120 New
SC
1789
Schubert & Co
Texas
$11.6K -$2.37K -23 -17%
RG
1790
Retirement Group
California
$11K +$1.09K +11 +11%
ACM
1791
AUA Capital Management
Pennsylvania
$10.3K
NIC
1792
Northwest Investment Counselors
Oregon
$9.99K +$3.4K +33 +52%
BCM
1793
Bourgeon Capital Management
Connecticut
$9.58K +$9.58K +93 New
FWA
1794
Freedom Wealth Alliance
Wisconsin
$9.37K +$9.37K +91 New
ZIG
1795
Zullo Investment Group
Pennsylvania
$8.07K +$103 +1 +1%
FGAM
1796
Financial Gravity Asset Management
Texas
$8.06K -$123K -1,571 -94%
SC
1797
Sierra Capital
Florida
$8K
AW
1798
Avion Wealth
Texas
$8K
IFA
1799
Interactive Financial Advisors
Illinois
$7.72K
WAM
1800
Worth Asset Management
Texas
$7.42K -$9.99K -97 -57%