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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 %
RIM
1651
Rockbridge Investment Management
New York
$83.4K +$13.9K +130 +20%
CA
1652
Centerpoint Advisors
Massachusetts
$83K
PCTC
1653
Perkins Coie Trust Company
Washington
$82K +$10.8K +100 +15%
MFT
1654
Moisand Fitzgerald Tamayo
Florida
$82K +$82K +763 New
CWA
1655
Clearview Wealth Advisors
Oregon
$81K -$8.83K -82 -10%
BAM
1656
Bellevue Asset Management
Washington
$81K +$108 +1 +0.1%
SIS
1657
Sound Income Strategies
Florida
$81K +$2.79K +26 +4%
WAM
1658
WFA Asset Management
Wisconsin
$79.2K
CP
1659
Castleview Partners
Texas
$77.8K -$45.5K -819 -37%
ACM
1660
Antonetti Capital Management
Florida
$77K
SC
1661
Seldon Capital
California
$76K
PHK
1662
Point72 Hong Kong
Hong Kong
$75K +$75K +702 New
EDRH
1663
Edmond de Rothschild Holding
Switzerland
$72K
WSCM
1664
Wellington Shields Capital Management
New York
$70K
MTIC
1665
Missouri Trust & Investment Company
Missouri
$70K
PO
1666
Private Ocean
California
$68K
BEI
1667
Benjamin Edwards Inc
Missouri
$65K -$28.8K -268 -31%
VCM
1668
Versant Capital Management
Arizona
$65K -$756 -7 -1%
TFM
1669
TFC Financial Management
Massachusetts
$64K -$1.93K -18 -3%
RTC
1670
Riverview Trust Company
Washington
$64K
CCM
1671
Chilton Capital Management
Texas
$64K +$64K +598 New
LTI
1672
Laffer Tengler Investments
Tennessee
$63.9K
TAM
1673
Tucker Asset Management
Colorado
$63.1K +$429 +4 +0.7%
EC
1674
Estate Counselors
Wisconsin
$63K
JGIA
1675
Jackson Grant Investment Advisers
Connecticut
$63K