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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 %
PWM
901
Perigon Wealth Management
California
$878K +$41.1K +383 +5%
KC
902
Kingfisher Capital
North Carolina
$876K +$48.4K +452 +6%
MCM
903
Moore Capital Management
New York
$872K +$872K +8,131 New
LWM
904
Laidlaw Wealth Management
New York
$871K +$51.3K +479 +6%
MLA
905
My Legacy Advisors
Oregon
$868K +$112K +1,038 +15%
NP
906
NorthRock Partners
Minnesota
$868K +$331K +3,087 +62%
Bessemer Group
907
Bessemer Group
New Jersey
$866K +$58K +541 +7%
DP
908
Dearborn Partners
Illinois
$865K +$8.9K +83 +1%
APIM
909
Agate Pass Investment Management
Washington
$863K -$8.04K -75 -0.9%
BHC
910
Bowen Hanes & Co
Florida
$861K
ECM
911
Element Capital Management
New York
$860K +$287K +2,673 +50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
912
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$856K -$19.9M -185,951 -96%
IMOV
913
Investment Management of Virginia
Virginia
$854K +$6.97K +65 +0.8%
Rafferty Asset Management
914
Rafferty Asset Management
New York
$853K -$171K -1,590 -17%
RCAG
915
Rehmann Capital Advisory Group
Michigan
$852K -$53.9K -503 -6%
PIMG
916
Patriot Investment Management Group
Tennessee
$852K +$241K +2,253 +40%
SWM
917
Segment Wealth Management
Texas
$851K
BHIA
918
Birch Hill Investment Advisors
Massachusetts
$846K
WPP
919
Whalerock Point Partners
Rhode Island
$837K
IAS
920
Investment Advisory Services
Texas
$836K +$4.72K +44 +0.6%
WT
921
Washington Trust
Rhode Island
$834K -$48.4K -451 -5%
BOPW
922
Brandywine Oak Private Wealth
Pennsylvania
$834K -$1.82K -17 -0.2%
FMAEN1
923
Fund Management at Engine No 1
California
$833K +$135K +1,261 +19%
CWP
924
Concord Wealth Partners
Virginia
$832K -$48.2K -449 -5%
WHC
925
Wulff, Hansen & Co
California
$832K