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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 %
TIA
1276
Traphagen Investment Advisors
New Jersey
$350K -$15.5K -123 -4%
CA
1277
Clearstead Advisors
Ohio
$349K +$34.5K +322 +11%
HIM
1278
Hotaling Investment Management
Pennsylvania
$348K
PAI
1279
Pittenger & Anderson Inc
Nebraska
$348K
BBNB
1280
Baker Boyer National Bank
Washington
$345K +$17.5K +163 +5%
BIP
1281
Blueprint Investment Partners
North Carolina
$345K +$105K +982 +44%
FWM
1282
ForthRight Wealth Management
Georgia
$344K +$1.82K +17 +0.5%
DPI
1283
Diversified Portfolios Inc
Michigan
$343K -$22.1K -206 -6%
BMC
1284
Beaton Management Company
Massachusetts
$343K -$107 -1 -0%
BONST
1285
Bank of Nova Scotia Trust
Ontario, Canada
$343K +$322 +3 +0.1%
AAS
1286
Annex Advisory Services
Wisconsin
$343K +$108K +1,005 +46%
RWA
1287
River Wealth Advisors
Pennsylvania
$340K -$34.9K -325 -9%
4WM
1288
44 Wealth Management
Oregon
$340K
VWM
1289
Venturi Wealth Management
Texas
$340K +$68.7K +640 +25%
BOM
1290
Bank of Marin
California
$339K -$4.72K -44 -1%
MIC
1291
Meridian Investment Counsel
California
$337K
OWA
1292
Octavia Wealth Advisors
Ohio
$337K +$7.18K +67 +2%
EFG
1293
Everhart Financial Group
Ohio
$337K +$119K +1,105 +54%
PTP
1294
Platform Technology Partners
New York
$336K +$56.2K +524 +20%
AAIM
1295
Asset Advisors Investment Management
Georgia
$335K
FWTB
1296
First Western Trust Bank
Colorado
$335K
CIA
1297
Cladis Investment Advisory
Montana
$335K
AMM
1298
American Money Management
California
$334K -$47.8K -445 -13%
GAM
1299
Gotham Asset Management
New York
$334K -$3.86K -36 -1%
MWP
1300
Meridian Wealth Partners
Pennsylvania
$334K +$39.9K +372 +14%