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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 %
ZCA
1126
Zeke Capital Advisors
Pennsylvania
$467K
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$467K
CFA
1128
CWS Financial Advisors
Michigan
$465K
LSPW
1129
Lake Street Private Wealth
Illinois
$463K -$9.29K -100 -2%
GIA
1130
Guyasuta Investment Advisors
Pennsylvania
$463K +$27.9K +300 +6%
CT
1131
Chicago Trust
Illinois
$459K -$46.5K -500 -9%
TW
1132
Transform Wealth
Colorado
$459K -$35.1K -377 -7%
FIBT
1133
First International Bank & Trust
North Dakota
$459K +$101K +1,082 +28%
WEG
1134
World Equity Group
Illinois
$458K -$28.6K -307 -6%
DSC
1135
Duncker Streett & Co
Missouri
$458K +$465 +5 +0.1%
VWA
1136
Visionary Wealth Advisors
Illinois
$454K +$1.49K +16 +0.3%
LF
1137
Lantz Financial
Illinois
$453K +$4.56K +49 +1%
ECM
1138
Evergreen Capital Management
Washington
$453K +$244K +2,621 +117%
HWA
1139
Heritage Wealth Advisors
Virginia
$451K -$1.12K -12 -0.2%
GIA
1140
Gladstone Institutional Advisory
Florida
$451K +$8.57K +92 +2%
FWP
1141
Firethorn Wealth Partners
Georgia
$449K -$12.5K -134 -3%
GWM
1142
Gray Wealth Management
Maine
$449K +$1.77K +19 +0.4%
CT
1143
Coastline Trust
Rhode Island
$447K
WTC
1144
WhitTier Trust Company
Nevada
$447K
WFM
1145
Wolff Financial Management
Michigan
$447K
GCMG
1146
Gyroscope Capital Management Group
Florida
$447K +$447K +4,803 New
SS
1147
Sunbelt Securities
Texas
$445K -$93 -1 -0%
SP
1148
Symmetry Partners
Connecticut
$445K
BFC
1149
Bedel Financial Consulting
Indiana
$442K -$922 -10 -0.2%
SCF
1150
Sante Capital Fund
Texas
$442K +$442K +4,751 New