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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 %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$2.82M +$342K +3,195 +14%
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.82M +$386K +3,599 +16%
MMHP
503
Murphy Middleton Hinkle & Parker
Georgia
$2.82M +$22.7K +212 +0.8%
MFG
504
Merit Financial Group
Georgia
$2.82M +$346K +3,226 +14%
IA
505
IFG Advisory
Georgia
$2.81M +$180K +1,675 +7%
CCM
506
Covington Capital Management
California
$2.81M -$31.5K -294 -1%
KFP
507
KMG Fiduciary Partners
Ohio
$2.81M +$310K +2,892 +12%
HFA
508
HC Financial Advisors
California
$2.8M -$139K -1,300 -5%
HCM
509
Hall Capital Management
Rhode Island
$2.8M +$884K +8,245 +46%
OTPPB
510
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.78M -$1.63M -15,208 -37%
TSWM
511
Triangle Securities Wealth Management
North Carolina
$2.77M -$18.2K -170 -0.7%
V
512
Veritable
Delaware
$2.75M +$56.3K +525 +2%
HC
513
HNP Capital
New York
$2.74M -$221K -2,058 -7%
ECM
514
Everence Capital Management
Indiana
$2.74M
PT
515
Plimoth Trust
Massachusetts
$2.73M -$44.6K -416 -2%
OCM
516
Orleans Capital Management
Louisiana
$2.72M -$6.86K -64 -0.3%
CAG
517
Csenge Advisory Group
Florida
$2.7M +$1.26M +11,766 +88%
LFAS
518
Level Four Advisory Services
Texas
$2.69M -$125K -1,163 -4%
Lido Advisors
519
Lido Advisors
California
$2.67M +$36.7K +342 +1%
FBT
520
First Bank & Trust
South Dakota
$2.65M -$17.8K -166 -0.7%
CHC
521
City Holding Co
West Virginia
$2.61M -$44.1K -411 -2%
AP
522
Advisor Partners
California
$2.57M +$213K +1,982 +9%
APC
523
Aspire Private Capital
North Carolina
$2.57M +$5.04K +47 +0.2%
VWMG
524
Virginia Wealth Management Group
Virginia
$2.56M -$25.1K -234 -1%
GWM
525
Geneos Wealth Management
Colorado
$2.54M -$1.59M -14,549 -39%