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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 %
PP
1676
Pacifica Partners
Canada
$24K
HCM
1677
Highlander Capital Management
New Jersey
$23K
LD
1678
Lipe & Dalton
New York
$23K
PFA
1679
Professional Financial Advisors
Nebraska
$22K
SWA
1680
SOA Wealth Advisors
New York
$22K +$3.5K +38 +19%
BIA
1681
Bell Investment Advisors
California
$22K +$4.02K +44 +22%
OA
1682
Operose Advisors
Wisconsin
$22K +$22K +239 New
SJIM
1683
St. Johns Investment Management
Florida
$21K
BCPWM
1684
Bradley & Co Private Wealth Management
Florida
$20K
JFA
1685
JNBA Financial Advisors
Minnesota
$19K -$3.71K -39 -16%
LS
1686
Leelyn Smith
Illinois
$18K -$83.1K -910 -82%
FWM
1687
Focused Wealth Management
New York
$18K
HWMA
1688
Heritage Wealth Management (Arizona)
Arizona
$18K +$1.24K +13 +7%
SIC
1689
SJS Investment Consulting
Ohio
$18K +$18K +188 New
PWS
1690
Paragon Wealth Strategies
Florida
$18K +$18K +197 New
WAM
1691
Worth Asset Management
Texas
$17K -$727K -7,232 -98%
FCG
1692
Financial Connections Group
California
$17K
SA
1693
SRH Advisors
Kansas
$16K
CWM
1694
Cedar Wealth Management
California
$16K
HFM
1695
Harvest Fund Management
China
$16K +$16K +167 New
FP
1696
Financial Perspectives
Minnesota
$15.6K
OCM
1697
Orion Capital Management
California
$14K
SSC
1698
Syverson Strege & Co
Iowa
$14K +$92 +1 +0.7%
AFS
1699
Annapolis Financial Services
Maryland
$14K +$14K +155 New
CDIA
1700
Capital Directions Investment Advisors
Georgia
$13K -$15K -144 Closed