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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 %
SWM
1151
Selective Wealth Management
Virginia
$440K -$55.6K -597 -11%
CAM
1152
Costello Asset Management
Pennsylvania
$440K -$44.1K -475 -9%
PA
1153
Probity Advisors
Texas
$440K -$38.4K -413 -8%
ECG
1154
Edge Capital Group
Georgia
$440K +$4.56K +49 +1%
TCMP
1155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$440K +$170K +1,825 +63%
NB
1156
NBT Bank
New York
$439K -$8.94K -96 -2%
FMP
1157
Financial Management Professionals
Texas
$439K -$5.77K -62 -1%
KA
1158
KLCM Advisors
Wisconsin
$437K -$117K -1,260 -21%
WDA
1159
Wendell David Associates
New Hampshire
$437K
AF
1160
Apexium Financial
Texas
$436K +$436K +4,691 New
CT
1161
Cambridge Trust
Massachusetts
$435K -$111K -1,193 -20%
TIA
1162
Tiemann Investment Advisors
California
$434K
VT
1163
Vise Technologies
New York
$433K +$168K +1,811 +64%
MIC
1164
Means Investment Company
Maine
$432K +$1.49K +16 +0.3%
SWIG
1165
Strategic Wealth Investment Group
Kentucky
$432K +$61.5K +661 +17%
PWLP
1166
Prio Wealth Limited Partnership
Massachusetts
$430K -$1.67K -18 -0.4%
HFAS
1167
Hummer Financial Advisory Services
Illinois
$428K -$11.5K -124 -3%
WIA
1168
Westbourne Investment Advisors
Maryland
$427K
WI
1169
Wintrust Investments
Illinois
$427K +$27.4K +295 +7%
NA
1170
Navellier & Associates
Nevada
$426K -$7.16K -77 -2%
BFAG
1171
Blackston Financial Advisory Group
Florida
$424K -$102K -1,100 -19%
OWM
1172
OneAscent Wealth Management
Alabama
$424K +$21K +225 +5%
CAL
1173
Capital Analysts LLC
Pennsylvania
$423K +$5.21K +56 +1%
DJSG
1174
D.J. St. Germain
Massachusetts
$422K
PFT
1175
Providence First Trust
Arizona
$420K -$51.1K -549 -11%