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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 %
WPC
1001
Wedmont Private Capital
Pennsylvania
$641K +$74.6K +802 +13%
MG
1002
Mather Group
Illinois
$639K +$27.8K +299 +5%
SFG
1003
Summit Financial Group
West Virginia
$638K +$21.8K +234 +4%
ESB
1004
Essex Savings Bank
Connecticut
$636K +$35.6K +383 +6%
NC
1005
NovaPoint Capital
Georgia
$635K +$57.1K +614 +10%
MIP
1006
Marietta Investment Partners
Wisconsin
$632K
PA
1007
PFG Advisors
Arizona
$628K +$38.5K +414 +7%
EWM
1008
Endurance Wealth Management
Rhode Island
$623K +$39.5K +425 +7%
CFA
1009
Compass Financial Advisors
Indiana
$616K +$4.65K +50 +0.8%
EA
1010
Eudaimonia Advisors
Tennessee
$613K -$21.8K -234 -3%
RWA
1011
Ropes Wealth Advisors
Massachusetts
$613K +$122K +1,311 +25%
VWA
1012
V Wealth Advisors
Kansas
$609K +$11.5K +124 +2%
IAIM
1013
International Assets Investment Management
Florida
$608K +$93.2K +1,001 +18%
BAM
1014
Blueshift Asset Management
New Jersey
$606K +$606K +6,510 New
CA
1015
CoreCap Advisors
Michigan
$605K +$43.5K +468 +8%
FIM
1016
Fruth Investment Management
Texas
$603K -$6.14K -66 -1%
CAI
1017
Capital Advisors Inc
Oklahoma
$603K +$12.3K +142 +2%
FM
1018
Family Management
New York
$600K -$15.5K -167 -3%
WMA
1019
Wealth Management Associates
New Jersey
$597K
DWT
1020
Dorsey & Whitney Trust
South Dakota
$597K +$24.4K +263 +4%
SFG
1021
SevenBridge Financial Group
Pennsylvania
$596K +$33K +355 +6%
KCM
1022
Kanawha Capital Management
Virginia
$592K -$12K -129 -2%
PAG
1023
Powers Advisory Group
Illinois
$588K +$8K +86 +1%
BHC
1024
Bowen Hanes & Co
Florida
$587K -$160K -1,717 -21%
AIC
1025
Archer Investment Corporation
Indiana
$587K +$744 +8 +0.1%