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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 %
MBTD
551
Mechanics Bank - Trust Department
California
$2.31M +$6.33K +59 +0.3%
RDWM
552
Red Door Wealth Management
Tennessee
$2.3M +$95.8K +894 +4%
TFA
553
Triad Financial Advisors
North Carolina
$2.3M +$536 +5 +0%
BOTW
554
Bank of the West
California
$2.28M +$2.01M +18,766 +739%
MOS
555
MGO One Seven
Ohio
$2.28M -$64.3K -600 -3%
SAM
556
Silvercrest Asset Management
New York
$2.28M -$101K -940 -4%
WCAMG
557
Woodard & Company Asset Management Group
North Carolina
$2.28M -$63.2K -590 -3%
SFP
558
Shepherd Financial Partners
Massachusetts
$2.27M +$32.7K +305 +1%
MNBTD
559
Moody National Bank Trust Division
Texas
$2.26M -$519K -4,842 -19%
BBHC
560
Brown Brothers Harriman & Co
New York
$2.25M +$22.8K +213 +1%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$2.24M +$1.68M +15,631 +298%
CS
562
Comerica Securities
Michigan
$2.22M +$319K +2,972 +17%
AII
563
AGF Investments Inc
Ontario, Canada
$2.22M
TT
564
TI-Trust
Illinois
$2.22M
MHI
565
Miller Howard Investments
New York
$2.21M +$37.4K +349 +2%
NHC
566
Nicholas Hoffman & Company
Georgia
$2.21M +$3.86K +36 +0.2%
FSA
567
Franklin Street Advisors
North Carolina
$2.21M +$283K +2,642 +15%
SW
568
SVB Wealth
Massachusetts
$2.2M +$176K +1,645 +9%
SAM
569
Synergy Asset Management
Washington
$2.2M +$2.2M +20,525 New
PFM
570
Parsec Financial Management
North Carolina
$2.2M -$121K -1,131 -5%
BL
571
Balentine LLC
Georgia
$2.19M +$693K +6,462 +46%
THWM
572
Taylor Hoffman Wealth Management
Virginia
$2.18M
ZCM
573
Ziegler Capital Management
Illinois
$2.18M +$183K +1,710 +9%
BRWA
574
B. Riley Wealth Advisors
Florida
$2.18M -$2.11M -19,660 -49%
JWCA
575
J.W. Cole Advisors
Florida
$2.17M +$40K +373 +2%