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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 %
RPGK
1851
Retirement Planning Group (Kansas)
Kansas
-$201K -1,871 Closed
RC
1852
Roundview Capital
New Jersey
-$200K -1,868 Closed
1WA
1853
180 Wealth Advisors
Washington
-$202K -1,846 Closed
AIP
1854
Ahrens Investment Partners
Louisiana
-$192K -1,791 Closed
Bank Julius Baer & Co
1855
Bank Julius Baer & Co
Switzerland
-$168K -1,569 Closed
CMBA
1856
C.M. Bidwell & Associates
Hawaii
-$157K -1,460 Closed
TCWM
1857
Total Clarity Wealth Management
Illinois
-$155K -1,448 Closed
MIFH
1858
Migdal Insurance & Financial Holdings
Israel
-$134K -1,253 Closed
Skandinaviska Enskilda Banken (SEB)
1859
Skandinaviska Enskilda Banken (SEB)
Sweden
-$120K -1,123 Closed
WOSD
1860
WFA of San Diego
California
-$104K -972 Closed
RIM
1861
Rockbridge Investment Management
New York
-$83.4K -778 Closed
CCM
1862
Chilton Capital Management
Texas
-$64K -598 Closed
CIA
1863
Cascade Investment Advisors
Oregon
-$57.4K -535 Closed
RCM
1864
Regency Capital Management
Hawaii
-$43K -400 Closed
FBC
1865
Fairfield, Bush & Co
Connecticut
-$39K -362 Closed
SIAP
1866
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$33K -305 Closed
PWM
1867
Prentice Wealth Management
New York
-$24K -226 Closed
GKIM
1868
GW&K Investment Management
Massachusetts
-$12K -110 Closed
JPLA
1869
Joseph P. Lucia & Associates
New York
-$11K -100 Closed
WA
1870
Win Advisors
Florida
-$10K -95 Closed
BBPWM
1871
Blue Bell Private Wealth Management
Pennsylvania
-$8K -75 Closed
ZC
1872
Zeit Capital
Colorado
-$7K -66 Closed
UIA
1873
Ulland Investment Advisors
Minnesota
-$6K -60 Closed
TWP
1874
TFO Wealth Partners
Ohio
-$6K -59 Closed
SFG
1875
Steward Financial Group
Texas
-$4K -40 Closed