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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 %
KA
1601
Kozak & Associates
Colorado
$80K +$720 +8 +0.9%
KC
1602
Kenfarb & Co
Kentucky
$79K
AIM
1603
Achmea Investment Management
Netherlands
$77K -$43.3K -468 -36%
CWM
1604
Cranbrook Wealth Management
Michigan
$77K
IRAG
1605
Investment Research & Advisory Group
Georgia
$76K -$19.7K -213 -21%
MCM
1606
Manchester Capital Management
Vermont
$76K
MFT
1607
Moisand Fitzgerald Tamayo
Florida
$76K +$4.94K +53 +7%
PWMG
1608
Prestige Wealth Management Group
New Jersey
$74K +$281 +3 +0.4%
JWA
1609
JFS Wealth Advisors
Pennsylvania
$72K -$3.18K -34 -4%
CA
1610
Centerpoint Advisors
Massachusetts
$72K
BAM
1611
Bellevue Asset Management
Washington
$72K +$192 +2 +0.3%
PCTC
1612
Perkins Coie Trust Company
Washington
$71K
AIM
1613
Axiom Investment Management
New York
$68K +$68K +738 New
SIS
1614
Sound Income Strategies
Florida
$67K -$3.36K -36 -5%
ACM
1615
Antonetti Capital Management
Florida
$67K
RDIA
1616
RE Dickinson Investment Advisors
Iowa
$66K
SC
1617
Seldon Capital
California
$66K
EDRH
1618
Edmond de Rothschild Holding
Switzerland
$62K
MTIC
1619
Missouri Trust & Investment Company
Missouri
$61K
WSCM
1620
Wellington Shields Capital Management
New York
$60K
PO
1621
Private Ocean
California
$59K
VCM
1622
Versant Capital Management
Arizona
$56K -$93 -1 -0.2%
LTI
1623
Laffer Tengler Investments
Tennessee
$55.4K
TAM
1624
Tucker Asset Management
Colorado
$55.2K +$373 +4 +0.7%
OLVIG
1625
Oliver Lagore Vanvalin Investment Group
Michigan
$55K