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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 %
DPI
1301
Diversified Portfolios Inc
Michigan
$317K +$19.3K +207 +6%
EFG
1302
Everhart Financial Group
Ohio
$317K +$24.7K +265 +8%
WHCI
1303
W.H. Cornerstone Investments
Massachusetts
$317K +$317K +3,541 New
TFP
1304
Tilia Fiduciary Partners
North Carolina
$315K -$18.6K -208 -6%
RPC
1305
Rossmore Private Capital
Connecticut
$315K +$1.68K +18 +0.5%
FBT
1306
First Bankers Trust
Kentucky
$313K -$5.59K -60 -2%
TAIM
1307
TD Ameritrade Investment Management
Nebraska
$312K -$75.3K -810 -19%
STA
1308
Summit Trail Advisors
New York
$311K +$40.3K +433 +15%
Capstone Investment Advisors
1309
Capstone Investment Advisors
New York
$311K +$66.6K +716 +27%
CA
1310
Calton & Associates
Florida
$310K -$9.48K -102 -3%
RPWA
1311
Regent Peak Wealth Advisors
Georgia
$310K +$25.3K +272 +9%
B
1312
Bridgeworth
Alabama
$309K
CFS
1313
CRA Financial Services
New Jersey
$308K -$17.7K -190 -5%
H
1314
HoyleCohen
California
$308K -$9.59K -103 -3%
SFG
1315
StrategIQ Financial Group
Indiana
$308K +$20K +215 +7%
JSW
1316
Journey Strategic Wealth
New Jersey
$307K +$307K +3,300 New
SPWM
1317
Schrum Private Wealth Management
Florida
$306K -$244K -2,631 -44%
KWM
1318
Keebeck Wealth Management
Illinois
$306K +$306K +3,285 New
SLT
1319
St Louis Trust
Missouri
$305K
ACP
1320
Aveo Capital Partners
Colorado
$305K +$46.2K +497 +18%
CTI
1321
Community Trust & Investment
Kentucky
$304K +$46.9K +505 +18%
IAMOG
1322
Investors Asset Management of Georgia
Georgia
$303K +$32.5K +349 +12%
KIA
1323
Kraematon Investment Advisors
Massachusetts
$302K -$2.42K -26 -0.8%
HIM
1324
Hotaling Investment Management
Pennsylvania
$302K
PAI
1325
Pittenger & Anderson Inc
Nebraska
$302K