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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 %
BA
1401
Bennicas & Associates
California
$276K
BCM
1402
Becker Capital Management
Oregon
$276K
WE
1403
Wealth Effects
Massachusetts
$276K +$107 +1 +0%
5L
1404
55I LLC
Massachusetts
$276K +$1.18K +11 +0.4%
RDFA
1405
Ritter Daniher Financial Advisory
Ohio
$275K -$23.2K -216 -8%
RCG
1406
Rock Creek Group
District of Columbia
$275K +$44.5K +415 +19%
CW
1407
Cook Wealth
North Carolina
$274K +$274K +2,515 New
GG
1408
Gleason Group
Kentucky
$271K +$2.68K +25 +1%
EWA
1409
EverSource Wealth Advisors
Alabama
$271K +$3.31K +31 +1%
MWM
1410
Mission Wealth Management
California
$270K -$27.1K -252 -9%
BFS
1411
Bickling Financial Services
Massachusetts
$270K +$966 +9 +0.4%
LAS
1412
LWM Advisory Services
Florida
$270K +$270K +2,528 New
SEP
1413
Southland Equity Partners
Missouri
$269K +$7.61K +71 +3%
KA
1414
Klingman & Associates
New York
$269K -$16.5K -154 -6%
V
1415
VeraBank
Texas
$269K
CB
1416
Cadence Bank
Mississippi
$269K +$4.29K +40 +2%
KFA
1417
Krane Funds Advisors
New York
$269K +$269K +2,509 New
WA
1418
Waddell & Associates
Tennessee
$269K +$269K +2,511 New
SJL
1419
Shayne & Jacobs LLC
Tennessee
$268K
BCMO
1420
Buckingham Capital Management (Ohio)
Ohio
$268K
EHWM
1421
Eads & Heald Wealth Management
Georgia
$267K -$5.89K -55 -2%
TI
1422
tru Independence
Oregon
$266K -$19.3K -180 -7%
GA
1423
Greytown Advisors
Florida
$265K -$102K -951 -28%
LNB
1424
Ledyard National Bank
$265K -$43.5K -405 -14%
AT
1425
American Trust
Kentucky
$265K +$265K +2,475 New