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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 %
DA
1451
Doliver Advisors
Texas
$231K -$26K -280 -10%
NFG
1452
Nations Financial Group
Iowa
$231K -$24.8K -267 -10%
GA
1453
Greytown Advisors
Florida
$230K +$93 +1 +0%
FMTC
1454
Farmers & Merchants Trust Company
California
$230K +$15.2K +163 +7%
RCM
1455
RNC Capital Management
California
$230K +$16.1K +173 +8%
SIA
1456
Strategic Investment Advisors
Michigan
$229K -$15.2K -163 -6%
SHFA
1457
SC&H Financial Advisors
Maryland
$229K
LA
1458
LexAurum Advisors
Kansas
$229K
CW
1459
Cook Wealth
North Carolina
$229K
CGFA
1460
Colton Groome Financial Advisors
North Carolina
$229K
SRC
1461
Sage Rhino Capital
California
$229K +$2.23K +24 +1%
AW
1462
ACG Wealth
Georgia
$229K +$6.71K +72 +3%
MGAM
1463
McGowan Group Asset Management
Texas
$228K -$543K -5,839 -70%
KA
1464
Klingman & Associates
New York
$228K -$5.78K -62 -2%
FFWA
1465
FRG Family Wealth Advisors
Washington
$228K
TI
1466
tru Independence
Oregon
$227K -$4.19K -45 -2%
TA
1467
TrueWealth Advisors
Alabama
$227K +$931 +10 +0.4%
BIM
1468
Bridges Investment Management
Nebraska
$226K -$43.4K -466 -16%
BST
1469
Bath Savings Trust
Maine
$226K
SCI
1470
S&CO Inc
Massachusetts
$226K
JWM
1471
Janiczek Wealth Management
Colorado
$226K +$61K +683 +37%
RCWM
1472
Royal Capital Wealth Management
Indiana
$225K
PPW
1473
Pasadena Private Wealth
California
$225K +$373 +4 +0.2%
DY
1474
Dowling & Yahnke
California
$224K +$15.5K +167 +7%
AT
1475
American Trust
Kentucky
$223K -$7.45K -80 -3%