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Duke Energy

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VFM
476
Viking Fund Management
North Dakota
$2.79M +$651K +7,000 +30%
WIS
477
Wright Investors Service
Connecticut
$2.77M -$212K -2,280 -7%
HT
478
HighTower Trust
Texas
$2.77M +$2.77M +29,809 New
VRM
479
Vectors Research Management
New York
$2.77M +$131K +1,405 +5%
RBA
480
Richard Bernstein Advisors
New York
$2.76M
O
481
Ossiam
France
$2.75M -$1.2M -12,894 -30%
HFBOT
482
Home Federal Bank of Tennessee
Tennessee
$2.73M -$2.33K -25 -0.1%
TAM
483
Townsend Asset Management
North Carolina
$2.72M -$10.4K -112 -0.4%
BCM
484
Buckhead Capital Management
Georgia
$2.71M +$16.3K +175 +0.6%
CAG
485
Csenge Advisory Group
Florida
$2.71M +$363K +3,906 +16%
PAM
486
Pegasus Asset Management
New York
$2.69M -$29K -312 -1%
SB
487
Simmons Bank
Arkansas
$2.69M +$101K +1,083 +4%
ATC
488
Argent Trust Co
Tennessee
$2.68M +$141K +1,515 +6%
SSWM
489
Sheets Smith Wealth Management
North Carolina
$2.68M +$34.1K +367 +1%
USAA
490
United Services Automobile Association
Texas
$2.68M +$56.5K +607 +2%
EWM
491
Evercore Wealth Management
New York
$2.66M -$65.1K -700 -2%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$2.66M -$485K -5,212 -15%
Rafferty Asset Management
493
Rafferty Asset Management
New York
$2.66M +$1.92M +20,647 +260%
APP
494
Avantax Planning Partners
Iowa
$2.65M +$37.8K +406 +1%
AMG
495
Advisors Management Group
Wisconsin
$2.64M -$872K -9,375 -25%
BCV
496
Banque Cantonale Vaudoise
Switzerland
$2.63M
IAN
497
Integrated Advisors Network
Texas
$2.62M +$36K +387 +1%
KWM
498
Kingsview Wealth Management
Oregon
$2.62M -$1.65M -17,726 -39%
TMAM
499
Tokio Marine Asset Management
Japan
$2.61M +$136K +1,461 +5%
CFG
500
Citizens Financial Group
Rhode Island
$2.6M +$11.4K +122 +0.4%