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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 %
IUHSA
1576
Itau Unibanco Holding S.A.
Brazil
$114K +$114K +1,228 New
CSB
1577
City State Bank
Iowa
$113K
AA
1578
Addison Advisors
Vermont
$111K -$7.23K -78 -6%
AWM
1579
AllSquare Wealth Management
New York
$110K
Bank of Montreal
1580
Bank of Montreal
Ontario, Canada
$106K -$1.71K -17,945 -2%
PPWM
1581
PFG Private Wealth Management
Florida
$106K -$21.7K -234 -17%
BWM
1582
Baystate Wealth Management
Massachusetts
$106K
RTC
1583
Riverview Trust Company
Washington
$106K +$50.3K +542 +90%
CL
1584
COWA LLC
Oklahoma
$105K +$105K +1,124 New
CM
1585
Cornerstone Management
Georgia
$105K +$279 +3 +0.3%
DI
1586
Disciplined Investments
Oklahoma
$99K -$1.86K -20 -2%
LFG
1587
Larson Financial Group
Missouri
$98K +$25.6K +276 +35%
SAM
1588
S.A. Mason
Michigan
$96K
CI Investments Inc
1589
CI Investments Inc
Ontario, Canada
$96K +$87.3K +941 +1,001%
WB
1590
Webster Bank
Connecticut
$95K
CJL
1591
Cyrus J. Lawrence
New York
$93K -$122K -1,320 -57%
PSB
1592
Piscataqua Savings Bank
New Hampshire
$93K
MFC
1593
Mechanics Financial Corp
Ohio
$93K
TWA
1594
TCI Wealth Advisors
Arizona
$92K -$46.9K -505 -34%
GTAM
1595
Global Trust Asset Management
Florida
$92K +$9.29K +100 +11%
CAC
1596
Core Alternative Capital
Georgia
$89K +$4.92K +53 +6%
GIA
1597
Goodwin Investment Advisory
Georgia
$89K +$89K +962 New
WAM
1598
WFA Asset Management
Wisconsin
$83.8K +$15.1K +162 +22%
WPWM
1599
Western Pacific Wealth Management
Illinois
$83K +$47K +507 +131%
EIP
1600
Ellis Investment Partners
Pennsylvania
$80K +$465 +5 +0.6%