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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 %
JWBC
1351
J.W. Burns & Co
New York
$287K -$1.49K -16 -0.5%
PCP
1352
Proficio Capital Partners
Massachusetts
$287K +$15.6K +165 +6%
LIA
1353
LSP Investment Advisors
New York
$285K
NAS
1354
Nicolet Advisory Services
Wisconsin
$285K +$12.6K +141 +5%
GFP
1355
Gryphon Financial Partners
Ohio
$284K +$23.1K +249 +9%
MCM
1356
McRae Capital Management
New Jersey
$283K
WAM
1357
Weatherly Asset Management
California
$283K +$93 +1 +0%
DGAM
1358
Desjardins Global Asset Management
Quebec, Canada
$283K +$283K +3,037 New
AFG
1359
Allegheny Financial Group
Pennsylvania
$282K +$742 +8 +0.3%
SAM
1360
Summit Asset Management
Tennessee
$281K
YIA
1361
YHB Investment Advisors
Connecticut
$281K +$466 +5 +0.2%
OSNBOA
1362
Old Second National Bank of Aurora
Illinois
$280K
FA
1363
Fagan Associates
New York
$280K +$3.16K +34 +1%
SC
1364
Searle & Co
Connecticut
$279K
ACM
1365
Alethea Capital Management
Washington
$279K
BJL
1366
Brighton Jones LLC
Washington
$279K +$14.2K +153 +5%
CC
1367
Cadinha & Co
Hawaii
$277K
HWMG
1368
Hurlow Wealth Management Group
Indiana
$277K
OPCM
1369
Osborne Partners Capital Management
California
$277K +$7.61K +82 +3%
FEM
1370
Fulcrum Equity Management
Texas
$274K +$2.6K +28 +1%
PWPS
1371
Pinnacle Wealth Planning Services
Ohio
$274K +$14.1K +152 +5%
GAM
1372
Gotham Asset Management
New York
$273K -$17K -183 -6%
CCT
1373
Capital City Trust
Florida
$273K -$16.3K -175 -6%
NB
1374
Nicolet Bankshares
Wisconsin
$273K
VWM
1375
Valley Wealth Managers
New Jersey
$272K