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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 %
JCM
751
Jacobi Capital Management
Pennsylvania
$1.15M -$10K -108 -0.9%
BTWM
752
Baker Tilly Wealth Management
Wisconsin
$1.14M +$66.8K +718 +6%
JWM
753
Jeppson Wealth Management
California
$1.14M -$5.58K -60 -0.5%
FPAS
754
Focus Partners Advisor Solutions
Missouri
$1.14M +$578K +6,220 +103%
FDS
755
First Dallas Securities
Texas
$1.14M -$93K -1,000 -8%
MHS
756
M Holdings Securities
Oregon
$1.14M -$29.6K -318 -3%
CAM
757
Cresset Asset Management
Illinois
$1.13M -$64.6K -695 -5%
JAG
758
Journey Advisory Group
Kentucky
$1.13M +$48.4K +520 +4%
HTC
759
Haverford Trust Company
Pennsylvania
$1.13M -$290K -3,117 -20%
SFA
760
Souders Financial Advisors
Ohio
$1.13M +$10.1K +108 +0.9%
RF
761
Rollins Financial
Georgia
$1.13M +$49.5K +532 +5%
DT
762
Diversified Trust
Tennessee
$1.12M -$49.9K -536 -4%
DCM
763
Donaldson Capital Management
Indiana
$1.12M +$51.8K +557 +5%
QI
764
Qtron Investments
Massachusetts
$1.12M -$107K -1,146 -9%
UBG
765
United Bank (Georgia)
Georgia
$1.12M -$185K -1,987 -14%
IA
766
Icon Advisers
Colorado
$1.11M -$735K -7,900 -40%
IF
767
Intrua Financial
Texas
$1.1M -$311K -3,343 -22%
MAM
768
Meeder Asset Management
Ohio
$1.1M -$8.46K -91 -0.8%
First Manhattan
769
First Manhattan
New York
$1.1M -$21.2K -228 -2%
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$1.1M -$3.07K -33 -0.3%
HI
771
Harbour Investments
Wisconsin
$1.1M
BS
772
Boenning & Scattergood
Pennsylvania
$1.09M -$8.74K -94 -0.8%
WDG
773
Wealth Dimensions Group
Ohio
$1.09M -$651 -7 -0.1%
Aviva
774
Aviva
United Kingdom
$1.08M -$9.04M -97,227 -89%
AB
775
Atlas Brown
Kentucky
$1.08M +$2.7K +29 +0.3%