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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 %
BWM
1551
Blossom Wealth Management
California
$207K -$22K -205 -10%
TWP
1552
Tower Wealth Partners
Pennsylvania
$207K +$207K +1,930 New
WWA
1553
WCG Wealth Advisors
Nevada
$207K +$207K +1,935 New
BFM
1554
Boothbay Fund Management
New York
$206K -$34.1K -317 -14%
FFMBT
1555
First Farmers & Merchants Bank Trust
Tennessee
$206K
WAM
1556
WealthTrust Asset Management
Florida
$206K +$214 +2 +0.1%
LWM
1557
Liberty Wealth Management
California
$205K -$8.15K -76 -4%
BFG
1558
Barber Financial Group
Kansas
$205K +$11.6K +108 +6%
ACM
1559
Altrius Capital Management
North Carolina
$205K +$205K +1,916 New
RRCM
1560
Rappaport Reiches Capital Management
Illinois
$205K +$11.3K +105 +6%
SIMG
1561
Sonora Investment Management Group
Arizona
$204K -$321 -3 -0.2%
CCB
1562
Country Club Bank
Missouri
$204K +$204K +1,927 New
VBCG
1563
Valley Brook Capital Group
Pennsylvania
$203K -$32.1K -300 -14%
FWM
1564
Fairhaven Wealth Management
Illinois
$203K +$4.28K +40 +2%
JWM
1565
Janiczek Wealth Management
Colorado
$203K +$87K +792 +75%
1WA
1566
180 Wealth Advisors
Washington
$202K -$2.74K -25 -1%
MC
1567
Middleton & Co
Massachusetts
$202K -$1.39K -13 -0.7%
SCM
1568
Silvant Capital Management
Georgia
$202K
OHIS
1569
Oak Harvest Investment Services
Texas
$202K +$3.1K +29 +2%
MBT
1570
Montecito Bank & Trust
California
$202K +$202K +1,884 New
DAC
1571
Dividend Assets Capital
South Carolina
$201K
RPGK
1572
Retirement Planning Group (Kansas)
Kansas
$201K
MCM
1573
Mengis Capital Management
Oregon
$201K
1WM
1574
1900 Wealth Management
Texas
$201K
GWS
1575
Glassman Wealth Services
Virginia
$201K +$6.34K +59 +3%