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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 %
LSPW
1101
Lake Street Private Wealth
Illinois
$545K -$41.8K -390 -7%
FWP
1102
Firethorn Wealth Partners
Georgia
$545K +$3.41K +31 +0.6%
BFIM
1103
Beese Fulmer Investment Management
Ohio
$543K
PFT
1104
Providence First Trust
Arizona
$543K +$123K +1,145 +29%
LI
1105
Lafayette Investments
Maryland
$541K -$188K -1,750 -26%
ABC
1106
Associated Banc-Corp
Wisconsin
$540K +$8.04K +75 +2%
CBT
1107
CoreFirst Bank & Trust
Kansas
$540K +$21.5K +200 +4%
AWM
1108
Accurate Wealth Management
Florida
$538K -$25.5K -238 -5%
MSFP
1109
Mark Sheptoff Financial Planning
Connecticut
$538K
ZCA
1110
Zeke Capital Advisors
Pennsylvania
$537K
CFA
1111
CWS Financial Advisors
Michigan
$536K +$107 +1 +0%
DSC
1112
Duncker Streett & Co
Missouri
$528K +$644 +6 +0.1%
AWA
1113
Arkadios Wealth Advisors
Georgia
$524K -$10.3K -96 -2%
VWA
1114
Visionary Wealth Advisors
Illinois
$522K -$1.29K -12 -0.2%
HWA
1115
Heritage Wealth Advisors
Virginia
$522K +$36.9K +344 +8%
LF
1116
Lantz Financial
Illinois
$517K +$15.2K +142 +3%
WFM
1117
Wolff Financial Management
Michigan
$516K
WAP
1118
Wealthcare Advisory Partners
Pennsylvania
$516K +$78.8K +735 +18%
CT
1119
Coastline Trust
Rhode Island
$515K
NB
1120
NBT Bank
New York
$515K
BFC
1121
Bedel Financial Consulting
Indiana
$515K
WTC
1122
WhitTier Trust Company
Nevada
$515K +$965 +9 +0.2%
GWM
1123
Gray Wealth Management
Maine
$515K +$19.5K +182 +4%
SP
1124
Symmetry Partners
Connecticut
$513K
SS
1125
Sunbelt Securities
Texas
$513K +$10.7K +100 +2%