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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 %
OCM
526
Orleans Capital Management
Louisiana
$2.37M +$11.6K +125 +0.5%
ACM
527
Aquatic Capital Management
Illinois
$2.36M +$2.33M +25,000 +6,250%
MMHP
528
Murphy Middleton Hinkle & Parker
Georgia
$2.36M -$88.1K -947 -4%
FBT
529
First Bank & Trust
South Dakota
$2.35M +$53.4K +574 +2%
HWAM
530
Hennion & Walsh Asset Management
New Jersey
$2.34M +$327K +3,520 +16%
Assenagon Asset Management
531
Assenagon Asset Management
Luxembourg
$2.34M -$4.6M -49,466 -66%
Lido Advisors
532
Lido Advisors
California
$2.34M +$20K +215 +0.9%
LFAS
533
Level Four Advisory Services
Texas
$2.34M +$2.7K +29 +0.1%
EGM
534
Engineers Gate Manager
New York
$2.33M +$2.33M +25,055 New
CWC
535
Carolinas Wealth Consulting
North Carolina
$2.31M +$1.51M +99,580 +188%
TFA
536
Triad Financial Advisors
North Carolina
$2.3M +$306K +3,291 +15%
PT
537
Plimoth Trust
Massachusetts
$2.3M -$67.6K -727 -3%
SAM
538
Strategy Asset Managers
California
$2.29M +$98.5K +1,059 +5%
CHC
539
City Holding Co
West Virginia
$2.29M +$24.8K +267 +1%
MNBTD
540
Moody National Bank Trust Division
Texas
$2.28M +$321K +3,454 +16%
IA
541
IFG Advisory
Georgia
$2.27M -$166K -1,783 -7%
PMIA
542
Patrick Mauro Investment Advisor
Illinois
$2.27M +$2.27M +24,434 New
CA
543
Cullinan Associates
Kentucky
$2.25M -$1.43M -15,340 -39%
RIG
544
Roosevelt Investment Group
New York
$2.23M +$30.9K +332 +1%
APC
545
Aspire Private Capital
North Carolina
$2.23M +$279 +3 +0%
SW
546
SVB Wealth
Massachusetts
$2.23M +$315K +3,384 +16%
MFG
547
Merit Financial Group
Georgia
$2.22M -$224K -2,408 -9%
EWA
548
EP Wealth Advisors
California
$2.21M +$1.2M +12,911 +119%
SF
549
Symphony Financial
Texas
$2.2M +$9.79K +103 +0.4%
GCA
550
Greenwood Capital Associates
South Carolina
$2.19M +$32.1K +345 +1%