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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 %
CA
1476
CapWealth Advisors
Tennessee
$223K
BSB
1477
Bangor Savings Bank
Maine
$222K -$2.42K -26 -1%
EIM
1478
Essex Investment Management
Massachusetts
$222K
WQ
1479
Wealth Quarterback
New Jersey
$221K +$1.4K +15 +0.6%
FCFC
1480
First Commonwealth Financial Corp
Pennsylvania
$219K +$219K +2,350 New
ES
1481
Eagle Strategies
New York
$219K +$219K +2,356 New
FAIM
1482
Financial Advocates Investment Management
Washington
$218K -$287K -3,116 -57%
JIC
1483
Joel Isaacson & Co
New York
$218K
SRC
1484
Shufro Rose & Co
New York
$217K +$4.75K +51 +2%
ZIM
1485
Zacks Investment Management
Illinois
$216K -$28.3K -305 -12%
LNB
1486
Ledyard National Bank
$216K -$14K -150 -6%
LFG
1487
Lockerman Financial Group
California
$216K -$4.01K -43 -2%
BCCM
1488
Bridge Creek Capital Management
Massachusetts
$215K -$1.49K -16 -0.7%
SRC
1489
Stone Run Capital
New York
$215K
LCM
1490
LCM Capital Management
Illinois
$214K
MCM
1491
MV Capital Management
Maryland
$214K +$14.4K +155 +7%
CWM
1492
Chesapeake Wealth Management
Virginia
$213K -$9.76K -105 -4%
KTM
1493
Keeler Thomas Management
Utah
$212K
MPCG
1494
Matrix Private Capital Group
New York
$212K +$2.05K +22 +1%
VCP
1495
Verus Capital Partners
Arizona
$212K +$119K +1,279 +128%
BCM
1496
Boltwood Capital Management
California
$211K
WMA
1497
West Michigan Advisors
Michigan
$210K
WWA
1498
WCG Wealth Advisors
Nevada
$208K +$3.49K +33 +2%
C
1499
Certuity
Florida
$208K +$22.8K +245 +12%
FFA
1500
First Foundation Advisors
California
$207K -$49.4K -532 -19%