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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 %
PG
951
Patten Group
Tennessee
$771K +$12.4K +116 +2%
RWA
952
Rainsberger Wealth Advisors
Colorado
$770K +$25.3K +236 +3%
TWM
953
Thrive Wealth Management
Pennsylvania
$765K -$6.22K -58 -0.8%
CSI
954
Cross Staff Investments
New York
$764K
ACM
955
Adalta Capital Management
New York
$762K
FRA
956
Front Row Advisors
California
$762K +$83.5K +778 +12%
CAM
957
Carret Asset Management
New York
$760K
CPSAC
958
Chas P. Smith & Associates (CPS)
Florida
$758K -$56K -522 -7%
AFG
959
Albion Financial Group
Utah
$755K -$6.64K -62 -0.9%
RPCONE
960
Retirement Planning Company of New England
Rhode Island
$755K +$5.57K +52 +0.7%
BDF
961
Balasa Dinverno & Foltz
$748K -$18.6K -174 -2%
KFGK
962
Keystone Financial Group (Kentucky)
Kentucky
$748K +$1.5K +14 +0.2%
JGUA
963
John G. Ullman & Associates
New York
$747K -$102K -950 -12%
SWM
964
Stockman Wealth Management
Montana
$746K +$6.54K +61 +0.9%
PCM
965
Parsons Capital Management
Rhode Island
$743K -$40K -373 -5%
AC
966
Allstate Corporation
Illinois
$742K -$33.7K -314 -4%
AMBIA
967
Allen Mooney & Barnes Investment Advisors
Georgia
$742K +$2.14K +20 +0.3%
LWM
968
Loveless Wealth Management
Montana
$739K +$52K +485 +8%
FCFS
969
First Command Financial Services
Texas
$738K +$1.07K +10 +0.1%
FCB
970
First Command Bank
Texas
$738K +$1.07K +10 +0.1%
OIA
971
OneDigital Investment Advisors
Kansas
$736K +$29.2K +272 +4%
EA
972
Eudaimonia Advisors
Tennessee
$731K -$21K -196 -3%
FIM
973
Fruth Investment Management
Texas
$730K +$11.1K +100 +2%
CAI
974
Capital Advisors Inc
Oklahoma
$729K +$14.7K +137 +2%
MIP
975
Marietta Investment Partners
Wisconsin
$723K +$217K +2,025 +43%