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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 %
AF
876
Aldebaran Financial
$921K -$19.1K -176 -2%
NFSG
877
Newbridge Financial Services Group
Florida
$921K +$75.7K +706 +9%
WA
878
Wambolt & Associates
Colorado
$920K +$79.7K +744 +9%
LCM
879
Logan Capital Management
Pennsylvania
$912K +$106K +992 +13%
GVAG
880
Great Valley Advisor Group
Delaware
$912K +$120K +1,121 +15%
APG
881
Abacus Planning Group
South Carolina
$908K +$6.11K +57 +0.7%
CSIC
882
Clifford Swan Investment Counsel
California
$908K +$24.8K +231 +3%
CAM
883
Centre Asset Management
New York
$907K -$9.65K -90 -1%
GC
884
Grimes & Company
Massachusetts
$907K +$39.4K +368 +5%
MW
885
Marcum Wealth
Ohio
$905K +$5.9K +55 +0.7%
TTWM
886
TCV Trust & Wealth Management
Virginia
$901K -$4.5K -42 -0.5%
AWA
887
Arete Wealth Advisors
Illinois
$899K -$390K -3,629 -30%
CBN
888
Cadence Bank NA
Texas
$899K -$254K -2,366 -22%
MGIA
889
Moneta Group Investment Advisors
Missouri
$897K -$10.3K -96 -1%
ARMC
890
American Research & Management Company
Massachusetts
$893K
TCA
891
Transcend Capital Advisors
New Jersey
$892K -$11.7K -109 -1%
CFN
892
Cordasco Financial Network
Florida
$891K +$36.6K +341 +4%
CA
893
Continuum Advisory
Idaho
$890K +$154K +1,436 +21%
JSL
894
JT Stratford LLC
Georgia
$889K -$38.6K -360 -4%
MGAM
895
McGowan Group Asset Management
Texas
$889K +$215 +2 +0%
DWM
896
Dakota Wealth Management
Florida
$888K +$262K +2,446 +42%
KMWM
897
Keudell/Morrison Wealth Management
Oregon
$884K -$18K -168 -2%
IB
898
Intrust Bank
Kansas
$884K -$10.1K -94 -1%
WFS
899
Widmann Financial Services
Maryland
$880K +$5.47K +51 +0.6%
HNWAG
900
High Net Worth Advisory Group
Florida
$879K