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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 %
BL
976
BFSG LLC
California
$664K +$128K +1,380 +24%
CA
977
CGN Advisors
Kansas
$664K +$223K +2,394 +50%
CSI
978
Cross Staff Investments
New York
$663K
ACM
979
Adalta Capital Management
New York
$661K
CGL
980
Clarius Group LLC
Washington
$661K +$36.9K +397 +6%
CA
981
Cornerstone Advisory
Maryland
$660K +$144K +1,544 +28%
CAM
982
Carret Asset Management
New York
$659K +$93 +1 +0%
NP
983
Ninepoint Partners
Ontario, Canada
$659K +$659K +7,084 New
RPCONE
984
Retirement Planning Company of New England
Rhode Island
$658K +$3.16K +34 +0.5%
HSA
985
HBK Sorce Advisory
Pennsylvania
$658K +$34.3K +368 +5%
AFG
986
Albion Financial Group
Utah
$655K
FRA
987
Front Row Advisors
California
$653K -$7.91K -85 -1%
WFA
988
Wipfli Financial Advisors
Wisconsin
$653K +$653K +7,025 New
IIM
989
InTrack Investment Management
Vermont
$652K +$652K +7,007 New
EWM
990
EPG Wealth Management
Georgia
$650K +$32.7K +351 +5%
OIA
991
OneDigital Investment Advisors
Kansas
$649K +$10.7K +115 +2%
BCA
992
Bay Colony Advisors
Massachusetts
$648K -$294K -3,157 -31%
JGUA
993
John G. Ullman & Associates
New York
$648K
PCM
994
Parsons Capital Management
Rhode Island
$648K +$3.54K +38 +0.5%
BIA
995
Bigelow Investment Advisors
Maine
$647K +$91.5K +983 +16%
AMBIA
996
Allen Mooney & Barnes Investment Advisors
Georgia
$645K +$1.77K +19 +0.3%
IAS
997
Investment Advisory Services
Texas
$642K -$83.4K -897 -12%
SWM
998
Stockman Wealth Management
Montana
$642K -$5.68K -61 -0.9%
RCM
999
RB Capital Management
Nevada
$642K +$106K +1,139 +20%
HCM
1000
Hengehold Capital Management
Ohio
$641K +$45.2K +486 +8%