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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 %
WPWM
1701
Western Pacific Wealth Management
Illinois
$41K
APW
1702
Acima Private Wealth
Virginia
$39.5K
MWM
1703
Mascoma Wealth Management
New Hampshire
$39K
FBC
1704
Fairfield, Bush & Co
Connecticut
$39K +$39K +362 New
TIM
1705
Tortoise Investment Management
New York
$38K
SC
1706
Siena Capital
Ohio
$37K -$7.46K -70 -17%
JWBC
1707
John W. Brooker & Co
California
$37K
BFPW
1708
BOK Financial Private Wealth
Colorado
$36K -$380K -3,548 -91%
AP
1709
Arlington Partners
Alabama
$36K
WOC
1710
West Oak Capital
California
$34K
LWCFA
1711
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$758 +7 +2%
SIAP
1712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K +$216 +2 +0.7%
CAL
1713
Capital Advisors Ltd
Ohio
$33K +$2.16K +20 +7%
GFPC
1714
Global Financial Private Client
Florida
$32.9K
MUMSS
1715
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K
PP
1716
PFS Partners
New Jersey
$31.9K
TFGT
1717
TS Financial Group (TSFG)
Illinois
$30K +$109 +1 +0.4%
SPWG
1718
Sage Private Wealth Group
Illinois
$29K
FEG
1719
Financial Enhancement Group
Indiana
$29K
EAM
1720
Eukles Asset Management
Ohio
$28K
HCM
1721
Highlander Capital Management
New Jersey
$27K
LD
1722
Lipe & Dalton
New York
$26K
JFA
1723
JNBA Financial Advisors
Minnesota
$26K +$4.24K +39 +20%
PFA
1724
Professional Financial Advisors
Nebraska
$25K
PP
1725
Pacifica Partners
Canada
$25K +$108 +1 +0.4%