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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 %
Kayne Anderson Rudnick Investment Management
1376
Kayne Anderson Rudnick Investment Management
California
$288K +$2.57K +24 +0.9%
FC
1377
FCA Corp
Texas
$288K +$34.7K +324 +14%
AWE
1378
Avidian Wealth Enterprises
Texas
$288K +$288K +2,686 New
FH
1379
FWG Holdings
Florida
$287K +$287K +2,673 New
SB
1380
Sunflower Bank
Texas
$286K -$216K -2,013 -43%
MIA
1381
MainStreet Investment Advisors
Illinois
$286K -$6.88K -64 -2%
HS
1382
Horan Securities
United States
$286K +$9.38K +89 +3%
AW
1383
Alaethes Wealth
Nevada
$285K
COCM
1384
Charter Oak Capital Management
New Hampshire
$285K
TA
1385
TFG Advisers
Michigan
$285K +$1.5K +14 +0.5%
CBFP
1386
Cedar Brook Financial Partners
Ohio
$285K +$20.6K +192 +8%
BCAM
1387
Boston Common Asset Management
Massachusetts
$284K -$41.3K -385 -13%
SMH
1388
Sanders Morris Harris
Texas
$284K
RWP
1389
RWA Wealth Partners
Massachusetts
$283K +$5.79K +54 +2%
BRA
1390
Bender Robert & Associates
California
$282K
BEAM
1391
Baker Ellis Asset Management
Washington
$282K +$10.4K +97 +4%
Capstone Investment Advisors
1392
Capstone Investment Advisors
New York
$282K +$45.3K +422 +19%
ZIM
1393
Zacks Investment Management
Illinois
$282K +$85.6K +798 +44%
SIA
1394
Strategic Investment Advisors
Michigan
$281K +$281K +2,623 New
WPW
1395
Waldron Private Wealth
Pennsylvania
$280K +$58.8K +549 +27%
MA
1396
Mezzasalma Advisors
New Jersey
$279K
BWCS
1397
Beirne Wealth Consulting Services
Connecticut
$279K +$750 +7 +0.3%
APA
1398
Astoria Portfolio Advisors
New York
$278K +$37.4K +349 +16%
CNBTD
1399
Citizens National Bank Trust Department
Mississippi
$277K
W
1400
Wealthquest
Ohio
$277K +$8.99K +84 +3%