DUK icon

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 %
LDB
601
Lee, Danner & Bass
Tennessee
$1.85M
SP
602
Successful Portfolios
Florida
$1.84M +$2.79K +30 +0.2%
FWP
603
FAS Wealth Partners
Kansas
$1.84M +$245K +2,632 +15%
IGWM
604
ICA Group Wealth Management
Colorado
$1.84M +$164K +1,763 +10%
CPIA
605
Cornell Pochily Investment Advisors
New York
$1.83M +$10.8K +116 +0.6%
NGA
606
Naples Global Advisors
Florida
$1.83M +$12.3K +132 +0.7%
PFS
607
Physicians Financial Services
North Carolina
$1.83M -$53.4K -574 -3%
LCOV
608
London Company of Virginia
Virginia
$1.82M
FCMA
609
Foresight Capital Management Advisors
Michigan
$1.81M -$54.1K -582 -3%
BBHC
610
Brown Brothers Harriman & Co
New York
$1.8M -$151K -1,621 -8%
BAM
611
Belpointe Asset Management
Nevada
$1.8M +$355K +3,809 +25%
AF
612
Allworth Financial
California
$1.8M +$447K +4,803 +33%
EARNEST Partners
613
EARNEST Partners
Georgia
$1.79M +$7.72K +83 +0.4%
TC
614
Trilogy Capital
California
$1.79M +$243K +2,611 +16%
ZCM
615
Ziegler Capital Management
Illinois
$1.79M -$95.4K -1,030 -5%
PA
616
Procyon Advisors
Connecticut
$1.78M -$95.5K -1,027 -5%
BCM
617
Brookstone Capital Management
Illinois
$1.77M +$64.4K +749 +4%
MGWM
618
Marks Group Wealth Management
Minnesota
$1.77M +$216K +2,328 +14%
AAS
619
Ameritas Advisory Services
Nebraska
$1.77M +$80.6K +867 +5%
S
620
SignatureFD
Georgia
$1.74M -$8.19K -88 -0.5%
HFM
621
Hartford Financial Management
Connecticut
$1.73M -$7.91K -85 -0.5%
CM
622
Capula Management
Cayman Islands
$1.73M +$1.73M +18,579 New
MFGM
623
Marshall Financial Group (Maryland)
Maryland
$1.73M +$73.3K +788 +4%
EF
624
Empirical Finance
Pennsylvania
$1.73M +$287K +3,089 +20%
CFGS
625
Concourse Financial Group Securities
Alabama
$1.72M +$241K +2,595 +16%