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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.15B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$391M
3
American Century Companies
3
American Century Companies
Missouri
$422M
4
Bessemer Group
4
Bessemer Group
New Jersey
$142M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$506M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
State Street
3
State Street
Massachusetts
$4.53B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$881M
5
Cohen & Steers
5
Cohen & Steers
New York
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$322M -$21.3M -207,259 -6%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$317M +$1.43M +13,878 +0.5%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$310M +$14.2M +137,812 +5%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$283M +$25.1M +243,274 +10%
UBS AM
30
UBS AM
Illinois
$282M -$802K -7,785 -0.3%
Goldman Sachs
31
Goldman Sachs
New York
$252M -$59.4M -576,544 -19%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$238M -$3.41M -33,149 -1%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$227M -$7.74M -75,107 -3%
APG Asset Management
34
APG Asset Management
Netherlands
$225M +$21M +203,992 +10%
CWP
35
Capital Wealth Planning
Florida
$219M +$31M +301,434 +16%
First Trust Advisors
36
First Trust Advisors
Illinois
$216M +$52M +505,007 +32%
CCM
37
Cullen Capital Management
New York
$190M -$36.9M -358,746 -16%
Ameriprise
38
Ameriprise
Minnesota
$172M +$8.63M +83,853 +5%
UBS Group
39
UBS Group
Switzerland
$170M +$17.5M +169,901 +11%
RJA
40
Raymond James & Associates
Florida
$170M +$15.7M +152,449 +10%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$157M +$16.1M +156,163 +11%
Barclays
42
Barclays
United Kingdom
$146M +$52.7M +512,139 +57%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$143M +$26.8M +256,996 +23%
Bessemer Group
44
Bessemer Group
New Jersey
$142M +$141M +1,370,360 +19,065%
Victory Capital Management
45
Victory Capital Management
Texas
$140M +$4.92M +47,785 +4%
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140M +$17.5M +170,246 +14%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$139M +$5M +48,568 +4%
Amundi
48
Amundi
France
$132M -$14.5M -136,854 -10%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$132M -$21.8M -211,670 -14%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$129M +$1.46M +14,151 +1%
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