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Duke Energy
DUK

Overview Fund Activity

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.11B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.56B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$892M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
State Street
5
State Street
Massachusetts
$4.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$244M
2
Franklin Resources
2
Franklin Resources
California
$664M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.17B
4
Cohen & Steers
4
Cohen & Steers
New York
$143M
5
APG Asset Management
5
APG Asset Management
Netherlands
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$268M 2,875,520 +849,278 +42%
UBS AM
27
UBS AM
Illinois
$256M 2,747,189 +45,706 +2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$244M 2,622,407 -4,944,029 -65%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$233M 2,509,194 -211,033 -8%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$218M 2,342,222 -87,993 -4%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$212M 2,279,895 +159,136 +8%
American Century Companies
32
American Century Companies
Missouri
$208M 2,235,319 +62,612 +3%
CCM
33
Cullen Capital Management
New York
$205M 2,201,135 +44,735 +2%
APG Asset Management
34
APG Asset Management
Netherlands
$188M 1,980,827 -602,956 -23%
CWP
35
Capital Wealth Planning
Florida
$170M 1,827,031 +176,175 +11%
First Trust Advisors
36
First Trust Advisors
Illinois
$148M 1,588,721 +28,637 +2%
Ameriprise
37
Ameriprise
Minnesota
$148M 1,588,366 +101,425 +7%
Cohen & Steers
38
Cohen & Steers
New York
$143M 1,540,982 -825,911 -35%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$139M 1,494,731 -86,581 -5%
RJA
40
Raymond James & Associates
Florida
$139M 1,493,835 +34,432 +2%
UBS Group
41
UBS Group
Switzerland
$138M 1,485,496 -163,171 -10%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$132M 1,415,166 -7,229 -0.5%
Amundi
43
Amundi
France
$131M 1,389,671 +393,615 +40%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$127M 1,365,498 +92,400 +7%
Victory Capital Management
45
Victory Capital Management
Texas
$122M 1,310,043 +375,231 +40%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$121M 1,299,514 +43,080 +3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$116M 1,243,026 -17,145 -1%
Stifel Financial
48
Stifel Financial
Missouri
$115M 1,240,519 +39,226 +3%
National Pension Service
49
National Pension Service
South Korea
$115M 1,211,197 +57,806 +5%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$111M 1,188,279 -29,054 -2%
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