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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 %
CRIG
1501
Charter Research & Investment Group
Connecticut
$207K -$9.3K -100 -4%
BDF
1502
Black Diamond Financial
Maryland
$207K
TCOO
1503
Trust Company of Oklahoma
Oklahoma
$207K
CCFM
1504
Clear Creek Financial Management
Washington
$206K -$2.79K -30 -1%
TPWA
1505
TRUE Private Wealth Advisors
Oregon
$205K -$741 -8 -0.4%
CAM
1506
Cubic Asset Management
Massachusetts
$205K
CBT
1507
Central Bank & Trust
Kentucky
$205K
COCM
1508
Charter Oak Capital Management
New Hampshire
$204K -$44.2K -474 -18%
RIM
1509
Regent Investment Management
Kentucky
$204K -$3.63K -39 -2%
CWP
1510
CFM Wealth Partners
Texas
$204K
LWP
1511
Lumature Wealth Partners
Georgia
$204K
SIMG
1512
Sonora Investment Management Group
Arizona
$204K
PWM
1513
Provident Wealth Management
Tennessee
$204K +$93 +1 +0%
BBW
1514
Blue Barn Wealth
Utah
$204K +$6.96K +75 +4%
PP
1515
PDS Planning
Ohio
$203K +$13.2K +142 +7%
WAS
1516
Wealth Advisory Solutions
Indiana
$202K -$112K -1,201 -36%
IFAM
1517
Institutional & Family Asset Management
Colorado
$202K
RWA
1518
Redmont Wealth Advisors
Illinois
$202K
CTB
1519
Country Trust Bank
Illinois
$196K -$9.57K -103 -5%
CCA
1520
Column Capital Advisors
Indiana
$196K +$1.95K +21 +1%
VIA
1521
Virtus Investment Advisers
Connecticut
$196K +$196K +2,104 New
GIA
1522
GHP Investment Advisors
Colorado
$195K -$17K -183 -8%
M
1523
MOTCO
Texas
$194K +$4.75K +51 +3%
HWA
1524
HHM Wealth Advisors
Tennessee
$193K
TWM
1525
Tradition Wealth Management
Minnesota
$191K +$47.5K +511 +33%