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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 %
SC
1701
Schubert & Co
Texas
$13K -$382 -4 -3%
SMG
1702
Spectrum Management Group
Indiana
$13K
MW
1703
Milestone Wealth
New York
$13K
HWM
1704
Horizons Wealth Management
North Carolina
$13K
EC
1705
EdgeRock Capital
Colorado
$13K +$13K +137 New
RA
1706
Rise Advisors
New York
$12K +$94 +1 +0.8%
MIM
1707
Macroview Investment Management
Maryland
$12K +$90 +1 +0.8%
BC
1708
Burleson & Co
California
$12K +$192 +2 +2%
DWA
1709
Delos Wealth Advisors
Texas
$12K +$636 +7 +6%
SWM
1710
Stapp Wealth Management
Washington
$12K +$12K +133 New
HF
1711
Halpern Financial
Virginia
$11.4K
TCWA
1712
Ten Capital Wealth Advisors
Washington
$11K +$6.26K +66 +132%
RG
1713
Retirement Group
California
$9K -$990 -11 -10%
ACM
1714
AUA Capital Management
Pennsylvania
$9K
AW
1715
Avion Wealth
Texas
$9K
ODG
1716
O'Dell Group
Ohio
$8K
MOS
1717
MGO One Seven
Ohio
$7.63K +$1.55K +5,424 +26%
ZIG
1718
Zullo Investment Group
Pennsylvania
$7K -$91 -1 -1%
SC
1719
Sierra Capital
Florida
$7K
IFA
1720
Interactive Financial Advisors
Illinois
$7K
DWP
1721
Destiny Wealth Partners
Florida
$6K
NIC
1722
Northwest Investment Counselors
Oregon
$6K
WAS
1723
Winch Advisory Services
Wisconsin
$6K
CMA
1724
Cedar Mountain Advisors
Oregon
$6K
MBFW
1725
Morton Brown Family Wealth
Pennsylvania
$5K -$2.29K -27 -31%