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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 %
CW
676
Connectus Wealth
Ohio
$1.48M +$40.6K +436 +3%
PTC
677
Private Trust Company
Ohio
$1.47M -$1.86K -20 -0.1%
MSA
678
Marino Stram & Associates
Massachusetts
$1.47M +$38K +409 +3%
AIL
679
AGF Investments LLC
Ontario, Canada
$1.46M +$649K +6,982 +80%
WWM
680
Wolff Wiese Magana
California
$1.46M +$12.4K +133 +0.9%
CBOR
681
Community Bank of Raymore
Missouri
$1.46M
CAM
682
Columbia Asset Management
Michigan
$1.46M -$13.4K -144 -0.9%
BFS
683
Bradley Foster & Sargent
Connecticut
$1.46M +$16.2K +174 +1%
WA
684
WealthTrust Axiom
Pennsylvania
$1.45M
RIM
685
Redpoint Investment Management
Australia
$1.45M -$158K -1,693 -10%
SIM
686
Stratos Investment Management
Ohio
$1.45M -$162K -1,737 -10%
VFA
687
Voya Financial Advisors
Connecticut
$1.44M +$51.5K +541 +4%
DAS
688
Dynamic Advisor Solutions
Arizona
$1.44M -$1.21K -13 -0.1%
TPA
689
Trivium Point Advisory
Connecticut
$1.44M +$38.6K +425 +3%
IWM
690
IHT Wealth Management
Illinois
$1.44M +$358K +3,849 +33%
NWM
691
Northcape Wealth Management
New York
$1.43M +$167K +1,792 +13%
MCIA
692
Mountain Capital Investment Advisors
Colorado
$1.42M +$49.4K +553 +4%
WWM
693
Western Wealth Management
Colorado
$1.41M +$65.3K +702 +5%
FTDI
694
First Trust Direct Indexing
Massachusetts
$1.41M +$9.4K +101 +0.7%
BOH
695
Bank of Hawaii
Hawaii
$1.41M +$465 +5 +0%
REMPR
696
Roof Eidam Maycock Peralta (REMP)
California
$1.41M +$115K +1,240 +9%
LNWWM
697
Laird Norton Wetherby Wealth Management
California
$1.41M +$245K +2,636 +21%
ECA
698
Elevated Capital Advisors
Utah
$1.4M +$1.4M +15,048 New
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$1.4M -$150K -1,614 -10%
SVWAG
700
Sound View Wealth Advisors Group
Georgia
$1.39M -$56.2K -604 -4%