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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 %
DFA
851
Delta Financial Advisors
Louisiana
$972K +$214 +2 +0%
WANY
852
Wealthspire Advisors (New York)
New York
$972K +$133K +1,241 +16%
TFA
853
Transamerica Financial Advisors
Florida
$972K +$972K +9,066 New
GAMC
854
Garner Asset Management Corp
Texas
$970K +$224K +2,085 +30%
FNBTCON
855
First National Bank & Trust Co of Newtown
Pennsylvania
$967K -$24.1K -225 -2%
HBT
856
Hills Bank & Trust
Iowa
$966K +$220K +2,050 +29%
WGAM
857
Wilkinson Global Asset Management
New York
$965K
TFS
858
TrustCore Financial Services
Tennessee
$965K +$37.3K +348 +4%
SC
859
Scotia Capital
Ontario, Canada
$963K +$34.3K +320 +4%
FPFS
860
First Personal Financial Services
North Carolina
$960K +$77.2K +720 +9%
HCM
861
Hodges Capital Management
Texas
$957K +$89.9K +839 +10%
MS
862
Madden Securities
Texas
$956K
BONH
863
Bank of New Hampshire
New Hampshire
$955K +$34.8K +325 +4%
CI
864
Conning Inc
Connecticut
$952K -$4.93K -46 -0.5%
PA
865
Parallel Advisors
California
$951K +$6.65K +62 +0.7%
SCM
866
Shelton Capital Management
Colorado
$950K
DWM
867
Doyle Wealth Management
Florida
$948K -$14.2K -132 -1%
SF
868
Summit Financial
New Jersey
$947K +$324K +3,026 +52%
BC
869
Barnett & Company
Tennessee
$944K
CPWA
870
Cerro Pacific Wealth Advisors
California
$943K -$98.6K -919 -9%
AIL
871
AGF Investments LLC
Ontario, Canada
$939K -$8.69K -81 -0.9%
ONSWM
872
Old North State Wealth Management
North Carolina
$937K +$53K +494 +6%
VVP
873
Venture Visionary Partners
Ohio
$930K +$3K +28 +0.3%
SCI
874
Stableford Capital II
Arizona
$925K -$45.5K -417 -5%
WBCM
875
Wilson & Boucher Capital Management
California
$921K -$38.4K -358 -4%