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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 %
MCM
1376
McMillion Capital Management
North Carolina
$271K +$4.66K +50 +2%
GL
1377
Graypoint LLC
New York
$271K +$271K +2,916 New
NL
1378
NWAM LLC
Washington
$270K -$6.33K -68 -2%
WBC
1379
West Branch Capital
Massachusetts
$270K
BB
1380
Berkshire Bank
Massachusetts
$270K
FAG
1381
Fortitude Advisory Group
Washington
$270K +$9.41K +101 +4%
EWA
1382
EverSource Wealth Advisors
Alabama
$270K +$33.5K +359 +14%
GWA
1383
GGM Wealth Advisors
Maryland
$269K +$20.4K +227 +8%
VWM
1384
Venturi Wealth Management
Texas
$267K -$27.9K -300 -9%
ITIM
1385
Indiana Trust & Investment Management
Indiana
$267K +$16.1K +173 +6%
RWP
1386
RWA Wealth Partners
Massachusetts
$267K +$21.2K +228 +9%
RIM
1387
Reliant Investment Management
Tennessee
$267K +$267K +2,873 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1388
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K -$478K -5,134 -64%
NAG
1389
Northstar Advisory Group
New Jersey
$265K
VFP
1390
Verus Financial Partners
Virginia
$265K +$364 +4 +0.1%
TW
1391
Towerpoint Wealth
California
$263K +$9.31K +100 +4%
SIG
1392
Spinnaker Investment Group
California
$262K +$742 +8 +0.3%
GAM
1393
Griffin Asset Management
New York
$261K +$1.77K +19 +0.7%
CAN
1394
Claraphi Advisory Network
United States
$261K +$32.7K +352 +14%
MCM
1395
Mainstay Capital Management
Michigan
$260K
IC
1396
Inverness Counsel
New York
$260K +$72.6K +781 +39%
EWM
1397
Empirical Wealth Management
Washington
$257K -$29.8K -321 -10%
VFPW
1398
Vantage Financial Partners (Wisconsin)
Wisconsin
$256K +$1.21K +13 +0.5%
HS
1399
Horan Securities
United States
$256K +$3.07K +33 +1%
AWM
1400
Accurate Wealth Management
Florida
$255K -$193K -2,166 -43%