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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 %
EFG
1876
Everhart Financial Group
Ohio
-$317K -3,405 Closed
Capstone Investment Advisors
1877
Capstone Investment Advisors
New York
-$311K -3,345 Closed
SPWM
1878
Schrum Private Wealth Management
Florida
-$306K -3,295 Closed
BB
1879
Berkshire Bank
Massachusetts
-$270K -2,903 Closed
CAN
1880
Claraphi Advisory Network
United States
-$261K -2,809 Closed
EWM
1881
Empirical Wealth Management
Washington
-$257K -2,767 Closed
MIA
1882
MainStreet Investment Advisors
Illinois
-$248K -2,667 Closed
CG
1883
Cutler Group
California
-$246K -2,649 Closed
HIC
1884
Hartline Investment Corp
Illinois
-$243K -2,608 Closed
OPTFSNA
1885
Old Point Trust & Financial Services N A
Virginia
-$243K -2,608 Closed
GCP
1886
GSA Capital Partners
United Kingdom
-$240K -2,585 Closed
FCFC
1887
First Commonwealth Financial Corp
Pennsylvania
-$219K -2,350 Closed
JIC
1888
Joel Isaacson & Co
New York
-$218K -2,342 Closed
ZIM
1889
Zacks Investment Management
Illinois
-$216K -2,324 Closed
KTM
1890
Keeler Thomas Management
Utah
-$212K -2,286 Closed
CCFM
1891
Clear Creek Financial Management
Washington
-$206K -2,214 Closed
BBW
1892
Blue Barn Wealth
Utah
-$204K -2,198 Closed
HIIFS
1893
Harel Insurance Investments & Financial Services
Israel
-$190K -2,000 Closed
WWA
1894
WCG Wealth Advisors
Nevada
-$208K -1,968 Closed
SIMG
1895
Sonora Investment Management Group
Arizona
-$204K -1,906 Closed
EW
1896
Evoke Wealth
California
-$134K -1,441 Closed
IWA
1897
Icon Wealth Advisors
Texas
-$127K -1,367 Closed
WB
1898
West Bancorporation
Iowa
-$116K -1,250 Closed
IUHSA
1899
Itau Unibanco Holding S.A.
Brazil
-$114K -1,228 Closed
EIP
1900
Ellis Investment Partners
Pennsylvania
-$80K -861 Closed