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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 %
RWP
1201
Revolve Wealth Partners
New Jersey
$428K +$2.14K +20 +0.5%
AWM
1202
Accel Wealth Management
Iowa
$428K +$3.33K +31 +0.8%
LBC
1203
Lowe Brockenbrough & Co
Virginia
$427K +$10.7K +100 +3%
AFAS
1204
Acorn Financial Advisory Services
Virginia
$427K +$34.6K +323 +9%
SWIG
1205
Strategic Wealth Investment Group
Kentucky
$427K +$51.1K +476 +14%
AIP
1206
Almanack Investment Partners
Pennsylvania
$426K
MYIA
1207
Mount Yale Investment Advisors
Colorado
$426K +$15.9K +148 +4%
PWM
1208
PBMares Wealth Management
Virginia
$426K +$52.3K +488 +14%
CAM
1209
Cozad Asset Management
Illinois
$426K +$129K +1,204 +43%
ORC
1210
O'Rourke & Company
Massachusetts
$425K -$35.3K -329 -8%
DJSG
1211
D.J. St. Germain
Massachusetts
$422K +$29.7K +277 +8%
CPSC
1212
Carl P. Sherr & Co
Massachusetts
$420K -$19.1K -178 -4%
MA
1213
MKT Advisors
California
$418K -$55.2K -511 -12%
FCFC
1214
First Citizens Financial Corp
Iowa
$418K
BCMLT
1215
Beacon Capital Management LLC (Tennessee)
Tennessee
$418K
SIC
1216
Sterling Investment Counsel
New York
$418K +$85.6K +800 +26%
RMCM
1217
Reynders McVeigh Capital Management
Massachusetts
$417K -$7.71K -72 -2%
NCM
1218
NCM Capital Management
New Jersey
$416K +$322 +3 +0.1%
CG
1219
CFO4Life Group
Texas
$415K -$5.27K -50 -1%
PK
1220
Pflug Koory
Nebraska
$415K
WTA
1221
Washington Trust Advisors
Massachusetts
$415K
ATC
1222
Adirondack Trust Company
New York
$414K +$40.7K +380 +11%
FIBT
1223
First International Bank & Trust
North Dakota
$412K +$66.6K +622 +19%
WP
1224
WealthSource Partners
California
$411K -$23.6K -220 -5%
PWMAG
1225
Pinnacle Wealth Management Advisory Group
New Jersey
$408K +$66.8K +623 +20%