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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 %
FPIS
1876
Financial Planning & Information Services
Wisconsin
-$205K -1,832 Closed
PBF
1877
Petix & Botte Financial
California
-$204K -1,828 Closed
SFM
1878
Signet Financial Management
New Jersey
-$203K -1,814 Closed
I
1879
INVST
Indiana
-$201K -1,813 Closed
SFS
1880
Summit Financial Strategies
Ohio
-$202K -1,812 Closed
SIG
1881
Sargent Investment Group
Maryland
-$202K -1,808 Closed
MGIM
1882
M&G Investment Management
United Kingdom
-$201 -1,798 Closed
BMC
1883
Benin Management Corp
Connecticut
-$200K -1,792 Closed
BHWM
1884
Beaird Harris Wealth Management
Texas
-$182K -1,634 Closed
HA
1885
Herold Advisors
New York
-$165K -1,478 Closed
CAGAS
1886
Capital Advisory Group Advisory Services
Minnesota
-$125K -1,122 Closed
GAM
1887
Gemmer Asset Management
California
-$125K -1,120 Closed
PP
1888
Paloma Partners
Connecticut
-$104K -927 Closed
FFA
1889
Freedman Financial Associates
Massachusetts
-$102K -914 Closed
LWMNY
1890
Landmark Wealth Management (New York)
New York
-$883 -883 Closed
GIA
1891
Goodwin Investment Advisory
Georgia
-$53K -479 Closed
RF
1892
Robbins Farley
New Hampshire
-$50K -450 Closed
DC
1893
DeDora Capital
California
-$40K -362 Closed
EFS
1894
Econ Financial Services
Pennsylvania
-$40K -358 Closed
SLWA
1895
San Luis Wealth Advisors
California
-$35K -337 Closed
TFO
1896
Tarbox Family Office
California
-$37K -333 Closed
SQA
1897
Simon Quick Advisors
New Jersey
-$35K -309 Closed
CSIA
1898
Carl Stuart Investment Advisor
Texas
-$328K -294 Closed
GA
1899
GoalVest Advisory
New York
-$12K -111 Closed
DFCM
1900
Dark Forest Capital Management
Puerto Rico
-$11K -101 Closed