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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 %
FAM
1051
Formidable Asset Management
Ohio
$546K +$634 +7 +0.1%
IP
1052
Investment Partners
Ohio
$545K +$545K +5,864 New
EWM
1053
Elmwood Wealth Management
California
$544K
ESCM
1054
Echo Street Capital Management
New York
$544K +$325K +3,501 +149%
EWA
1055
ERTS Wealth Advisors
Michigan
$543K +$1.12K +12 +0.2%
HL
1056
HeadInvest LLC
Maine
$543K +$11.6K +125 +2%
NB
1057
Northwest Bancshares
Pennsylvania
$542K -$66.6K -716 -11%
AWA
1058
Arkadios Wealth Advisors
Georgia
$542K +$86.7K +931 +19%
CT
1059
Clearstead Trust
Maine
$541K +$10.2K +110 +2%
HW
1060
Hancock Whitney
Mississippi
$539K -$6.78K -73 -1%
Fisher Asset Management
1061
Fisher Asset Management
Washington
$538K -$73.3K -789 -12%
WFI
1062
West Family Investments
California
$537K -$58.5K -629 -10%
SWA
1063
Sutton Wealth Advisors
Florida
$536K +$142K +1,527 +36%
ETC
1064
Exchange Traded Concepts
Oklahoma
$533K -$14.1K -152 -3%
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$533K -$2.7K -29 -0.5%
BWM
1066
BCGM Wealth Management
Indiana
$533K +$5.85K +63 +1%
CFCI
1067
Comprehensive Financial Consultants Institutional
Indiana
$531K +$40.3K +452 +8%
PFC
1068
Phocas Financial Corp
California
$531K +$52.1K +560 +11%
GIM
1069
Guardian Investment Management
California
$530K -$851K -9,150 -62%
EGA
1070
E&G Advisors
Texas
$530K
FFBTD
1071
First Financial Bank - Trust Division
Ohio
$529K -$9.59K -103 -2%
BFM
1072
Boston Financial Management
Massachusetts
$527K +$17.3K +186 +3%
AWM
1073
Avior Wealth Management
Nebraska
$526K -$70K -754 -12%
AG
1074
AIA Group
Hong Kong
$524K -$323K -3,471 -38%
VAM
1075
Verity Asset Management
North Carolina
$523K +$523K +5,623 New