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Duke Energy

1,801 hedge funds and large institutions have $52.2B invested in Duke Energy in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 809 increasing their positions, 594 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
-37
Holders Change %
-2.01%
% of All Funds
30.45%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.49%
New
102
Increased
809
Reduced
594
Closed
105
Calls
$566M
Puts
$361M
Net Calls
+$205M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
251
WesBanco Bank
West Virginia
$9.21M +$1.46M +13,656 +19%
MDCM
252
Morgan Dempsey Capital Management
Wisconsin
$9.16M +$258K +2,408 +3%
NAM
253
Nissay Asset Management
Japan
$9.08M +$20.8K +194 +0.2%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$9.04M -$174K -1,627 -2%
AWAG
255
ARS Wealth Advisors Group
Florida
$8.93M -$7.29K -68 -0.1%
AG
256
Advocate Group
Minnesota
$8.92M +$8.92M +83,229 New
PP
257
Prudential plc
United Kingdom
$8.91M +$6.34M +59,165 +247%
PAG
258
Private Advisor Group
New Jersey
$8.78M -$1.02M -9,559 -10%
SDIC
259
South Dakota Investment Council
South Dakota
$8.73M -$15.2K -142 -0.2%
CPO
260
Cerity Partners OCIO
New York
$8.68M +$845K +7,880 +11%
CF
261
Clarity Financial
Texas
$8.63M +$649K +6,058 +8%
BWL
262
Bogart Wealth LLC
Virginia
$8.61M +$1.26M +11,748 +17%
KeyBank National Association
263
KeyBank National Association
Ohio
$8.6M -$1.29K -12 -0%
SG Americas Securities
264
SG Americas Securities
New York
$8.51M +$6.86M +64,007 +417%
PP
265
Patten & Patten
Tennessee
$8.44M +$15.3K +143 +0.2%
LWANC
266
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.41M +$197K +1,838 +2%
WF
267
Welch & Forbes
Massachusetts
$8.41M -$63.1K -589 -0.7%
SSWM
268
Smith Salley Wealth Management
North Carolina
$8.4M +$417K +3,893 +5%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$8.22M +$346K +3,223 +4%
SAM
270
Securian Asset Management
Minnesota
$8.18M -$727K -6,780 -8%
BB
271
Bell Bank
North Dakota
$8.17M +$517K +4,824 +7%
PTC
272
Philadelphia Trust Company
Pennsylvania
$8.09M -$1.2M -11,203 -13%
GFG
273
Greystone Financial Group
Michigan
$8.03M -$119K -1,109 -1%
Assenagon Asset Management
274
Assenagon Asset Management
Luxembourg
$8M -$2.87M -26,789 -26%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.94M -$3.63M -33,877 -31%