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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 %
LRPA
1801
L. Roy Papp & Associates
Arizona
-$229K -2,135 Closed
CCP
1802
Cassia Capital Partners
North Carolina
-$229K -2,132 Closed
SLG
1803
Stanley-Laman Group
Pennsylvania
-$228K -2,127 Closed
LWP
1804
Legacy Wealth Planning
Nevada
-$226K -2,112 Closed
OTL
1805
Oak Thistle LLC
New York
-$226K -2,109 Closed
CCC
1806
Chelsea Counsel Company
California
-$225K -2,101 Closed
GPA
1807
Guerra Pan Advisors
New Jersey
-$230K -2,093 Closed
RFN
1808
Redwood Financial Network
Ohio
-$224K -2,093 Closed
LIG
1809
Lokken Investment Group
Delaware
-$223K -2,078 Closed
VCM
1810
Virtue Capital Management
Tennessee
-$222K -2,072 Closed
CWG
1811
Crown Wealth Group
North Carolina
-$221K -2,061 Closed
LCM
1812
Liberty Capital Management
Michigan
-$220K -2,050 Closed
NIMI
1813
Natixis Investment Managers International
France
-$219K -2,046 Closed
W
1814
WealthOne
New York
-$218K -2,037 Closed
OFG
1815
Oxford Financial Group
Indiana
-$218K -2,034 Closed
AFS
1816
Axiom Financial Strategies
Indiana
-$217K -2,024 Closed
HWM
1817
HFR Wealth Management
New York
-$217K -2,022 Closed
XWM
1818
Xcel Wealth Management
Florida
-$216K -2,019 Closed
B
1819
Brightworth
Georgia
-$216K -2,013 Closed
MAM
1820
McLean Asset Management
Virginia
-$216K -2,011 Closed
NCMW
1821
Northern Capital Management (Washington)
Washington
-$215K -2,009 Closed
H6H
1822
Hightower 6M Holding
Kansas
-$215K -2,004 Closed
LIA
1823
LS Investment Advisors
Michigan
-$214K -2,000 Closed
CFS
1824
Capital Financial Services
New York
-$214K -2,000 Closed
AA
1825
Auxano Advisors
Washington
-$214K -2,000 Closed