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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 %
CG
726
Colony Group
Massachusetts
$1.37M -$6.4M -59,663 -82%
EWM
727
Evermay Wealth Management
Virginia
$1.37M -$115K -1,077 -8%
CWS
728
Confluence Wealth Services
Pennsylvania
$1.36M +$27.7K +255 +2%
CIP
729
Convergence Investment Partners
Florida
$1.36M +$13.1K +122 +1%
DT
730
Diversified Trust
Tennessee
$1.35M +$17.3K +161 +1%
EFS
731
Essex Financial Services
Connecticut
$1.35M -$115K -1,075 -8%
EI
732
Ethic Inc
New York
$1.35M +$531K +4,950 +65%
MHS
733
M Holdings Securities
Oregon
$1.34M -$168K -1,570 -11%
VCA
734
Verdence Capital Advisors
Maryland
$1.34M -$96.6K -901 -7%
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$1.34M +$264K +2,468 +25%
FPCM
736
Financial Partners Capital Management
New York
$1.34M -$12.3K -115 -0.9%
AWM
737
Axxcess Wealth Management
California
$1.34M +$5.79K +54 +0.4%
JCM
738
Jacobi Capital Management
Pennsylvania
$1.33M +$73.5K +686 +6%
EM
739
Excalibur Management
Massachusetts
$1.33M -$504K -4,705 -27%
TI
740
Tidal Investments
Wisconsin
$1.33M +$268K +2,498 +25%
NFC
741
Northeast Financial Consultants
Connecticut
$1.33M -$11.6K -108 -0.9%
JWM
742
Jeppson Wealth Management
California
$1.32M +$194K +1,805 +17%
CAM
743
Cresset Asset Management
Illinois
$1.32M +$82K +800 +7%
GG
744
Gofen & Glossberg
Illinois
$1.31M +$21.8K +203 +2%
OPS
745
Orion Portfolio Solutions
Nebraska
$1.31M -$91.1K -850 -6%
LC
746
LCNB Corp
Ohio
$1.31M -$6.43K -60 -0.5%
LDFR
747
Lehman & Derafelo Financial Resources
Pennsylvania
$1.3M -$35.7K -333 -3%
PAMG
748
Patton Albertson Miller Group
Tennessee
$1.3M -$82.3K -768 -6%
NRS
749
Neville Rodie & Shaw
New York
$1.3M
First Manhattan
750
First Manhattan
New York
$1.29M -$44.6K -416 -3%