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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 %
AWA
851
Arete Wealth Advisors
Illinois
$870K +$91.3K +982 +12%
ATPW
852
Ashton Thomas Private Wealth
Arizona
$868K +$5.21K +56 +0.6%
KWA
853
Kellett Wealth Advisors
Ohio
$866K +$1.03K +11 +0.1%
LCM
854
Logan Capital Management
Pennsylvania
$865K +$73.6K +791 +9%
WT
855
Whittier Trust
California
$863K -$11K -118 -1%
WSFS
856
Wilmington Savings Fund Society
Delaware
$862K -$14.7K -158 -2%
SWM
857
SeaCrest Wealth Management
New York
$861K -$124K -1,331 -13%
HF
858
HRT Financial
New York
$860K +$860K +9,249 New
CL
859
Choreo LLC
Illinois
$854K -$245K -2,630 -22%
DFA
860
Delta Financial Advisors
Louisiana
$854K +$10.2K +110 +1%
NRS
861
Neville Rodie & Shaw
New York
$849K -$276K -2,966 -25%
FNBOSM
862
First National Bank of South Miami
Florida
$849K -$74.4K -800 -8%
VCM
863
Violich Capital Management
California
$848K
HPC
864
HM Payson & Co
Maine
$845K
WANY
865
Wealthspire Advisors (New York)
New York
$845K +$2.23K +24 +0.3%
DWM
866
Doyle Wealth Management
Florida
$845K +$23.1K +248 +3%
GI
867
Gradient Investments
Minnesota
$845K +$133K +1,428 +19%
YIH
868
Y-Intercept (HK)
Hong Kong
$843K +$843K +9,066 New
MW
869
Marcum Wealth
Ohio
$843K +$57.9K +623 +7%
CWS
870
Confluence Wealth Services
Pennsylvania
$842K -$326K -3,510 -28%
ONSWM
871
Old North State Wealth Management
North Carolina
$838K +$25.6K +275 +3%
TFS
872
TrustCore Financial Services
Tennessee
$837K
WGAM
873
Wilkinson Global Asset Management
New York
$837K
RIA
874
Realta Investment Advisors
Delaware
$837K +$4.56K +49 +0.5%
FNBTCON
875
First National Bank & Trust Co of Newtown
Pennsylvania
$835K -$4.65K -50 -0.6%