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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 %
SJIM
1726
St. Johns Investment Management
Florida
$24K -$9.03K -85 -27%
PWM
1727
Prentice Wealth Management
New York
$24K +$24K +226 New
BCPWM
1728
Bradley & Co Private Wealth Management
Florida
$23K +$23K +212 New
ANBT
1729
American National Bank & Trust
Texas
$22K
SWA
1730
SOA Wealth Advisors
New York
$21K -$1.67K -16 -7%
FWM
1731
Focused Wealth Management
New York
$21K
BIA
1732
Bell Investment Advisors
California
$21K +$21K +197 New
CG
1733
Cutler Group
California
$21K +$21K +201 New
BDWM
1734
Brewin Dolphin Wealth Management
Ireland
$20K
FCG
1735
Financial Connections Group
California
$20K
CP
1736
Corbenic Partners
Pennsylvania
$20K +$2.3K +22 +13%
SA
1737
SRH Advisors
Kansas
$19K
HWMA
1738
Heritage Wealth Management (Arizona)
Arizona
$18.9K
FP
1739
Financial Perspectives
Minnesota
$18K
CWM
1740
Cedar Wealth Management
California
$18K
OCM
1741
Orion Capital Management
California
$16K
SSC
1742
Syverson Strege & Co
Iowa
$16K +$212 +2 +1%
HWM
1743
Horizons Wealth Management
North Carolina
$16K +$16K +144 New
MW
1744
Milestone Wealth
New York
$15K
CDIA
1745
Capital Directions Investment Advisors
Georgia
$15K
SMG
1746
Spectrum Management Group
Indiana
$15K
SC
1747
Schubert & Co
Texas
$15K +$3.54K +33 +31%
LWA
1748
Lowe Wealth Advisors
Maryland
$14K
MIM
1749
Macroview Investment Management
Maryland
$14K +$106 +1 +0.8%
HF
1750
Halpern Financial
Virginia
$13.2K