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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 %
RWA
1326
Redhawk Wealth Advisors
Minnesota
$301K +$32.4K +348 +12%
FWM
1327
ForthRight Wealth Management
Georgia
$300K +$1.58K +17 +0.5%
BBNB
1328
Baker Boyer National Bank
Washington
$299K
BONST
1329
Bank of Nova Scotia Trust
Ontario, Canada
$298K
AAS
1330
Annex Advisory Services
Wisconsin
$297K -$745 -8 -0.3%
4WM
1331
44 Wealth Management
Oregon
$295K
BOM
1332
Bank of Marin
California
$294K
FWTB
1333
First Western Trust Bank
Colorado
$294K +$93 +1 +0%
RCA
1334
Reitz Capital Advisors
Michigan
$293K -$23.3K -250 -7%
BMC
1335
Beaton Management Company
Massachusetts
$293K -$5.22K -56 -2%
RWA
1336
River Wealth Advisors
Pennsylvania
$293K -$1.39K -15 -0.5%
MIC
1337
Meridian Investment Counsel
California
$293K
VA
1338
Valmark Advisers
Ohio
$293K +$14.3K +154 +5%
TIA
1339
Traphagen Investment Advisors
New Jersey
$293K +$34K +366 +13%
MWP
1340
Meridian Wealth Partners
Pennsylvania
$292K +$3.25K +35 +1%
CA
1341
Clearstead Advisors
Ohio
$291K -$11.7K -126 -4%
AC
1342
Abbrea Capital
California
$291K +$22.8K +245 +9%
CIA
1343
Cladis Investment Advisory
Montana
$291K
OWA
1344
Octavia Wealth Advisors
Ohio
$290K -$2.42K -26 -0.8%
AAIM
1345
Asset Advisors Investment Management
Georgia
$290K
P
1346
Pitcairn
Pennsylvania
$290K +$3.07K +33 +1%
AMM
1347
American Money Management
California
$289K
AF
1348
Advisornet Financial
Minnesota
$289K +$2.42K +26 +0.8%
LBA
1349
Letko, Brosseau & Associates
Quebec, Canada
$288K
NSIM
1350
North Star Investment Management
Illinois
$288K