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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 %
KIA
801
KCM Investment Advisors
California
$1.14M +$119K +1,107 +12%
ADL
802
Asset Dedication LLC
California
$1.14M +$118K +1,101 +12%
SJIA
803
St. James Investment Advisors
New York
$1.14M -$2.99M -27,932 -73%
SWM
804
SeaCrest Wealth Management
New York
$1.14M +$54K +504 +5%
DBRC
805
D.B. Root & Company
Pennsylvania
$1.13M +$27.3K +255 +2%
GWA
806
Gibson Wealth Advisors
Texas
$1.13M
JC
807
JB Capital
Connecticut
$1.12M +$62.2K +580 +6%
IWC
808
Integrated Wealth Concepts
Massachusetts
$1.12M +$43.7K +408 +4%
ACM
809
Allred Capital Management
Texas
$1.12M -$53.9K -503 -5%
BCA
810
Bay Colony Advisors
Massachusetts
$1.11M -$137K -1,243 -11%
FFN
811
Focus Financial Network
Minnesota
$1.11M +$29.1K +271 +3%
SIA
812
Schechter Investment Advisors
Michigan
$1.1M -$130K -1,210 -11%
HI
813
Harbour Investments
Wisconsin
$1.1M +$1.1M +10,235 New
RA
814
RFG Advisory
Alabama
$1.09M +$279K +2,559 +35%
HKIM
815
Hayek Kallen Investment Management
Alabama
$1.08M +$1.82K +17 +0.2%
CTA
816
Chesley Taft & Associates
Illinois
$1.08M +$40.7K +380 +4%
HFG
817
Heron Financial Group
New York
$1.07M +$6.97K +65 +0.7%
AO
818
Advisor OS
Illinois
$1.07M +$377K +3,520 +54%
1SB
819
1ST Source Bank
Indiana
$1.07M -$78.3K -730 -7%
SOAMC
820
Spirit of America Management Corp
New York
$1.07M -$483K -4,500 -31%
FNBOSM
821
First National Bank of South Miami
Florida
$1.07M +$51K +476 +5%
GT
822
Glenview Trust
Kentucky
$1.06M +$60.7K +566 +6%
AA
823
Ancora Advisors
Ohio
$1.06M +$136K +1,266 +15%
CI
824
Cigna Investments
Connecticut
$1.06M -$386K -3,602 -27%
9WM
825
9258 Wealth Management
Ohio
$1.05M +$55.9K +521 +6%