DUK icon

Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
2
Charles Schwab
California
$604M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.86M
5
BlackRock
5
BlackRock
New York
$5.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$294M -$18.4M -186,425 -6%
PPA
27
Parametric Portfolio Associates
Washington
$274M +$17.2M +174,503 +7%
UBS AM
28
UBS AM
Illinois
$271M -$24.4M -247,220 -8%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$260M +$9.29M +94,096 +4%
American Century Companies
30
American Century Companies
Missouri
$250M +$41.9M +424,329 +20%
Goldman Sachs
31
Goldman Sachs
New York
$249M +$28.7M +291,022 +13%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$243M +$171M +1,718,079 +240%
APG Asset Management
33
APG Asset Management
Netherlands
$224M +$583K +7,000 +0.3%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$214M -$39.3M -398,080 -15%
MBA
35
Maple-Brown Abbott
Australia
$196M -$29.5M -298,840 -13%
CCM
36
Cullen Capital Management
New York
$183M +$28.3M +287,020 +18%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$178M -$7.93M -80,294 -4%
UBS Group
38
UBS Group
Switzerland
$178M -$3.98M -40,350 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$149M +$39.9M +404,023 +36%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$144M -$27.5M -278,391 -16%
BC
41
Brookfield Corp
Ontario, Canada
$139M -$50.4M -510,967 -27%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$139M -$2.63M -26,682 -2%
RJA
43
Raymond James & Associates
Florida
$138M +$1.24M +12,593 +0.9%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$131M -$2.32M -23,525 -2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$129M -$247K -2,503 -0.2%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$129M +$5.1M +51,646 +4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$127M +$23.3M +232,415 +22%
Barclays
48
Barclays
United Kingdom
$127M +$32.2M +326,623 +34%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$122M -$14.3M -145,298 -11%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$118M -$10.7M -108,205 -8%
1
2
3 4 5