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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 %
MLA
876
My Legacy Advisors
Oregon
$835K +$137K +1,580 +20%
AssetMark Inc
877
AssetMark Inc
California
$834K +$796K +8,554 +2,097%
MS
878
Madden Securities
Texas
$830K
TCA
879
Transcend Capital Advisors
New Jersey
$830K +$56.4K +606 +7%
SXL
880
Summit X LLC
Missouri
$824K -$241K -2,602 -23%
BONH
881
Bank of New Hampshire
New Hampshire
$822K -$6.04K -65 -0.7%
IBOK
882
Independence Bank of Kentucky
Kentucky
$821K -$22.6K -243 -3%
NFSG
883
Newbridge Financial Services Group
Florida
$820K +$21.5K +231 +3%
AF
884
Aldebaran Financial
$815K +$21.5K +230 +3%
FPFS
885
First Personal Financial Services
North Carolina
$813K -$20.1K -216 -2%
PWM
886
Perigon Wealth Management
California
$813K +$51.2K +550 +7%
KMWM
887
Keudell/Morrison Wealth Management
Oregon
$810K +$42.4K +456 +6%
HCM
888
Hodges Capital Management
Texas
$805K -$25.6K -275 -3%
SCI
889
Stableford Capital II
Arizona
$799K +$49.2K +556 +7%
MFG
890
MidWestOne Financial Group
Iowa
$798K -$51.2K -551 -6%
AIP
891
ARS Investment Partners
New York
$796K +$796K +8,555 New
AA
892
Advisory Alpha
Michigan
$794K -$222K -2,386 -22%
EH
893
Equitable Holdings
New York
$793K +$113K +1,210 +17%
CAM
894
Centre Asset Management
New York
$792K +$4.84K +52 +0.6%
WPP
895
Whalerock Point Partners
Rhode Island
$791K +$64.2K +690 +9%
WBCM
896
Wilson & Boucher Capital Management
California
$790K -$9.3K -100 -1%
BC
897
Barnett & Company
Tennessee
$782K -$37.2K -400 -5%
QCG
898
Quadrant Capital Group
Ohio
$781K +$167K +1,796 +27%
SG
899
Stonnington Group
California
$780K -$428K -4,800 -35%
VVP
900
Venture Visionary Partners
Ohio
$777K -$29.4K -316 -4%