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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 %
PA
1001
PFG Advisors
Arizona
$680K +$14.4K +134 +2%
CAG
1002
Crestwood Advisors Group
Massachusetts
$678K -$271K -2,525 -29%
FIA
1003
Foundations Investment Advisors
Arizona
$678K +$162K +1,507 +31%
AIC
1004
Archer Investment Corporation
Indiana
$676K +$965 +9 +0.1%
IWA
1005
Intercontinental Wealth Advisors
Texas
$674K +$2.9K +27 +0.4%
EWM
1006
Endurance Wealth Management
Rhode Island
$672K -$5.36K -50 -0.8%
MSS
1007
Mitchell Sinkler & Starr
Pennsylvania
$671K
PAG
1008
Powers Advisory Group
Illinois
$668K -$27K -252 -4%
MMG
1009
Monetary Management Group
Missouri
$668K
NC
1010
NovaPoint Capital
Georgia
$666K +$360K +3,357 +117%
QC
1011
Quent Capital
New York
$664K +$34.1K +318 +5%
Jacobs Levy Equity Management
1012
Jacobs Levy Equity Management
New Jersey
$664K +$664K +6,197 New
CRI
1013
Colonial River Investments
Virginia
$662K -$26.9K -251 -4%
MA
1014
MBA Advisors
Pennsylvania
$662K +$214 +2 +0%
DWT
1015
Dorsey & Whitney Trust
South Dakota
$660K +$13.8K +129 +2%
MWM
1016
Minot Wealth Management
Massachusetts
$660K +$183K +1,709 +38%
SFP
1017
Sandbox Financial Partners
Maryland
$658K +$1.29K +12 +0.2%
AIM
1018
Aspen Investment Management
Michigan
$656K
SW
1019
SteelPeak Wealth
California
$655K +$655K +6,114 New
PCM
1020
Princeton Capital Management
New Jersey
$653K +$107 +1 +0%
WPC
1021
Wedmont Private Capital
Pennsylvania
$653K +$306K +2,852 +88%
EFSCE
1022
Enterprise Financial Services Corp (EFSC)
Missouri
$648K +$8.8K +82 +1%
SFG
1023
SevenBridge Financial Group
Pennsylvania
$648K +$74.5K +695 +13%
FPAS
1024
Focus Partners Advisor Solutions
Missouri
$648K +$146K +1,364 +29%
HA
1025
Hamel Associates
New Jersey
$647K -$78.9K -736 -11%