DUK icon

Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
BlackRock
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$914M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
4
Invesco
Invesco
Georgia
$661M
5
SCCM
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$309M +$158M +1,641,163 +105%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$305M -$84M -869,886 -22%
UBS AM
28
UBS AM
Illinois
$288M +$1.09M +11,332 +0.4%
Ameriprise
29
Ameriprise
Minnesota
$269M -$37.4M -386,974 -12%
PPA
30
Parametric Portfolio Associates
Washington
$251M -$8.22M -85,198 -3%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$248M -$49.6M -514,039 -17%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$245M -$4.71M -48,744 -2%
MBA
33
Maple-Brown Abbott
Australia
$221M +$34.2M +354,600 +18%
APG Asset Management
34
APG Asset Management
Netherlands
$220M +$437K +5,317 +0.2%
Goldman Sachs
35
Goldman Sachs
New York
$216M -$6.17M -63,960 -3%
American Century Companies
36
American Century Companies
Missouri
$203M +$3.07M +31,757 +2%
BC
37
Brookfield Corp
Ontario, Canada
$185M +$36.8M +381,494 +25%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$182M +$35.7M +369,384 +24%
UBS Group
39
UBS Group
Switzerland
$178M +$24.1M +250,135 +16%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$167M +$73.1M +756,794 +77%
CCM
41
Cullen Capital Management
New York
$151M +$119M +1,228,744 +363%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$138M -$1.17M -12,143 -0.8%
RJA
43
Raymond James & Associates
Florida
$133M -$7.03M -72,788 -5%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$133M -$13.7M -141,709 -9%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$130M -$136M -1,414,042 -51%
First Trust Advisors
46
First Trust Advisors
Illinois
$127M +$9.22M +95,472 +8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$127M -$3.17M -32,833 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$126M -$5.99M -62,064 -5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$121M -$2.91M -30,175 -2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121M +$4M +41,395 +3%
1
2
3 4 5