DUK icon

Duke Energy
DUK

Overview Fund Activity

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.

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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$811M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.01B
3
BlackRock
3
BlackRock
New York
$5.77B
4
State Street
4
State Street
Massachusetts
$4.75B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$981M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$159M
5
Millennium Management
5
Millennium Management
New York
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$292M 2,720,227 +169,112 +7%
UBS AM
27
UBS AM
Illinois
$290M 2,701,483 -30,229 -1%
Goldman Sachs
28
Goldman Sachs
New York
$280M 2,613,293 -213,161 -8%
APG Asset Management
29
APG Asset Management
Netherlands
$265M 2,583,783 -55,743 -2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$261M 2,430,215 +54,266 +2%
Cohen & Steers
31
Cohen & Steers
New York
$254M 2,366,893 +42,777 +2%
American Century Companies
32
American Century Companies
Missouri
$233M 2,172,707 -350,614 -14%
CCM
33
Cullen Capital Management
New York
$231M 2,156,400 +83,291 +4%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$227M 2,120,759 -131,322 -6%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$217M 2,026,242 +1,470,755 +265%
CWP
36
Capital Wealth Planning
Florida
$177M 1,650,856 +129,931 +9%
UBS Group
37
UBS Group
Switzerland
$177M 1,648,667 +30,795 +2%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$170M 1,581,312 +20,917 +1%
First Trust Advisors
39
First Trust Advisors
Illinois
$167M 1,560,084 +328,321 +27%
Ameriprise
40
Ameriprise
Minnesota
$159M 1,486,941 -881,667 -37%
RJA
41
Raymond James & Associates
Florida
$156M 1,459,403 +11,262 +0.8%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$152M 1,422,395 -26,401 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$136M 1,273,098 +114,954 +10%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$135M 1,260,171 +1,590 +0.1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$135M 1,256,434 +64,644 +5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$131M 1,217,333 -9,777 -0.8%
Stifel Financial
47
Stifel Financial
Missouri
$129M 1,201,293 +645,444 +116%
Deutsche Bank
48
Deutsche Bank
Germany
$128M 1,193,062 +15,101 +1%
National Pension Service
49
National Pension Service
South Korea
$124M 1,153,391 +105,237 +10%
EVM
50
Eaton Vance Management
Massachusetts
$122M 1,135,727 -15,435 -1%
1
2
3 4 5