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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 %
CBA
1226
Coastal Bridge Advisors
Connecticut
$375K +$375K +4,031 New
PWMAG
1227
Pinnacle Wealth Management Advisory Group
New Jersey
$374K +$20K +215 +6%
BP
1228
Ballentine Partners
Massachusetts
$373K +$119K +1,274 +47%
GIP
1229
Greatmark Investment Partners
Georgia
$372K
FAM
1230
Flaharty Asset Management
Florida
$370K -$37K -398 -9%
MHR
1231
Matthew Hamilton Rosenberg
$369K +$186 +2 +0.1%
DWM
1232
Darwin Wealth Management
Florida
$368K -$34.5K -387 -9%
BFA
1233
Buttonwood Financial Advisors
Maryland
$365K
CPSC
1234
Carl P. Sherr & Co
Massachusetts
$365K
RMCM
1235
Reynders McVeigh Capital Management
Massachusetts
$365K +$2.61K +28 +0.7%
DG
1236
DMC Group
Alabama
$365K +$6.48K +68 +2%
LBC
1237
Lowe Brockenbrough & Co
Virginia
$363K -$7.35K -79 -2%
SW
1238
SteelPeak Wealth
California
$362K -$207K -2,226 -36%
SIC
1239
Sterling Investment Counsel
New York
$362K
FCFC
1240
First Citizens Financial Corp
Iowa
$362K
PK
1241
Pflug Koory
Nebraska
$362K +$2.14K +23 +0.6%
CG
1242
CFO4Life Group
Texas
$361K -$5.21K -56 -1%
NCM
1243
NCM Capital Management
New Jersey
$361K +$372 +4 +0.1%
WP
1244
WealthSource Partners
California
$361K +$3.82K +41 +1%
C
1245
CEDRUS
Colorado
$361K +$76.7K +825 +27%
WTA
1246
Washington Trust Advisors
Massachusetts
$360K
SN
1247
Sittner & Nelson
Oregon
$360K +$18.7K +201 +5%
MM
1248
MQS Management
New York
$359K +$359K +3,862 New
DWM
1249
Destination Wealth Management
California
$357K -$41.4K -446 -10%
BIP
1250
Blueprint Investment Partners
North Carolina
$357K +$57.5K +617 +19%