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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 %
APIM
926
Agate Pass Investment Management
Washington
$739K -$9.3K -100 -1%
CA
927
Continuum Advisory
Idaho
$738K -$34.7K -373 -4%
SWM
928
Segment Wealth Management
Texas
$738K
SFI
929
SPC Financial Inc
Maryland
$738K +$17.8K +191 +2%
KFGK
930
Keystone Financial Group (Kentucky)
Kentucky
$738K +$89.5K +962 +14%
IB
931
Intrust Bank
Kansas
$736K -$31.6K -340 -4%
LWA
932
Lineweaver Wealth Advisors
Ohio
$736K +$516K +5,539 +235%
BHIA
933
Birch Hill Investment Advisors
Massachusetts
$734K
MGIA
934
Moneta Group Investment Advisors
Missouri
$726K -$52.3K -562 -7%
CFAM
935
Center For Asset Management
Florida
$725K +$97.3K +1,046 +16%
5L
936
55I LLC
Massachusetts
$725K +$486K +5,226 +203%
OIA
937
Optimum Investment Advisors
Illinois
$724K +$4.09K +44 +0.6%
APG
938
Abacus Planning Group
South Carolina
$722K -$66.6K -715 -8%
WHC
939
Wulff, Hansen & Co
California
$722K
NP
940
NorthRock Partners
Minnesota
$721K -$32.7K -351 -4%
JSL
941
JT Stratford LLC
Georgia
$719K -$52.2K -561 -7%
CS
942
Capital Square
Tennessee
$719K +$44K +473 +7%
PIMG
943
Patriot Investment Management Group
Tennessee
$717K -$21.7K -234 -3%
KCPG
944
Kavar Capital Partners Group
Kansas
$716K +$38K +409 +6%
MYIA
945
Mount Yale Investment Advisors
Colorado
$716K +$346K +3,723 +94%
EF
946
Empowered Funds
Pennsylvania
$713K +$713K +7,663 New
WorldQuant Millennium Advisors
947
WorldQuant Millennium Advisors
New York
$710K -$1.41M -15,131 -66%
CPSAC
948
Chas P. Smith & Associates (CPS)
Florida
$710K +$52.6K +566 +8%
WA
949
Waverly Advisors
Alabama
$710K +$282K +3,033 +66%
LWAM
950
Legacy Wealth Asset Management
Minnesota
$705K -$142K -1,528 -17%