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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 %
KC
901
Kingfisher Capital
North Carolina
$777K +$16.2K +174 +2%
FFWM
902
Future Financial Wealth Management
Ohio
$776K +$1.82K +17 +0.2%
ARMC
903
American Research & Management Company
Massachusetts
$775K
DP
904
Dearborn Partners
Illinois
$775K +$24.9K +268 +3%
SC
905
Scotia Capital
Ontario, Canada
$774K -$61.2K -658 -7%
GVAG
906
Great Valley Advisor Group
Delaware
$770K -$21.9K -235 -3%
LWM
907
Laidlaw Wealth Management
New York
$770K +$13.8K +148 +2%
CSIC
908
Clifford Swan Investment Counsel
California
$769K -$18.6K -200 -2%
BDF
909
Balasa Dinverno & Foltz
$768K +$118K +1,271 +18%
HNWAG
910
High Net Worth Advisory Group
Florida
$763K
WFS
911
Widmann Financial Services
Maryland
$761K -$3.44K -37 -0.5%
SFA
912
Sequoia Financial Advisors
Ohio
$759K -$130K -1,393 -15%
FIA
913
Foundations Investment Advisors
Arizona
$759K +$173K +1,857 +29%
ET
914
Equitable Trust
Tennessee
$758K +$138K +1,482 +22%
CI
915
Conning Inc
Connecticut
$752K -$74.2K -798 -9%
GC
916
Grimes & Company
Massachusetts
$752K -$36K -387 -5%
QT
917
Quantbot Technologies
New York
$752K +$752K +8,086 New
FBB
918
Fulton Breakefield Broenniman
Maryland
$751K +$51.1K +550 +7%
PG
919
Pendal Group
Australia
$750K +$409K +4,391 +120%
WT
920
Washington Trust
Rhode Island
$748K +$24.7K +265 +3%
RCAG
921
Rehmann Capital Advisory Group
Michigan
$747K +$7.35K +79 +1%
ECM
922
Element Capital Management
New York
$746K
DAM
923
Doheny Asset Management
California
$743K +$743K +7,986 New
TTWM
924
TCV Trust & Wealth Management
Virginia
$742K -$39.7K -427 -5%
IMOV
925
Investment Management of Virginia
Virginia
$740K