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Duke Energy
DUK

Overview Fund Activity

1,778 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$938M
2
BlackRock
BlackRock
New York
$5.17B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$190M
3
ZP
Zimmer Partners
New York
$7.5M
4
ECM
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
251
BNP Paribas Asset Management
France
$9.54M +$419K +4,751 +5%
MOACM
252
Mutual of America Capital Management
New York
$9.52M -$265K -3,004 -3%
Walleye Capital
253
Walleye Capital
New York
$9.36M +$6.53M +73,993 +231%
Holocene Advisors
254
Holocene Advisors
New York
$9.23M +$555K +6,283 +6%
AWAG
255
ARS Wealth Advisors Group
Florida
$9.12M +$321K +3,638 +4%
QCM
256
QRG Capital Management
Illinois
$9.08M +$9.08M +102,835 New
William Blair & Company
257
William Blair & Company
Illinois
$8.77M +$182K +2,062 +2%
BBL
258
Beck Bode LLC
Massachusetts
$8.74M +$88.1K +998 +1%
SIS
259
Strategic Investment Solutions
Illinois
$8.51M +$8.36M +91,143 +5,445%
Caisse de Depot et Placement du Quebec (CDPQ)
260
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.46M -$4.34M -49,200 -34%
PI
261
PineBridge Investments
New York
$8.41M -$14.9M -169,128 -64%
X
262
Xponance
Pennsylvania
$8.23M +$139K +1,580 +2%
LIP
263
Lighthouse Investment Partners
Florida
$8.18M +$8.18M +92,639 New
SOADOR
264
State of Alaska Department of Revenue
Alaska
$8.08M -$344K -3,900 -4%
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
$8.08M -$1.08M -12,253 -12%
ZB
266
Zions Bancorporation
Utah
$7.98M +$438K +4,961 +6%
LW
267
Linscomb Wealth
Texas
$7.89M -$440K -4,982 -5%
SCA
268
Stonebridge Capital Advisors
Minnesota
$7.86M +$5.11M +57,889 +186%
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
$7.85M +$1.83M +20,762 +30%
NAM
270
Nissay Asset Management
Japan
$7.66M +$265K +3,003 +4%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$7.66M +$375K +4,252 +5%
LWANC
272
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.64M -$314K -3,557 -4%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$7.62M +$141K +1,593 +2%
MDCM
274
Morgan Dempsey Capital Management
Wisconsin
$7.61M +$107K +1,216 +1%
ECM
275
Element Capital Management
New York
$7.61M -$1.5M -16,953 -16%
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