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Duke Energy
DUK

Overview Fund Activity

1,808 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-20
Holders Change %
-1.09%
% of All Funds
28.94%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
138
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$443M
2
Federated Hermes
Federated Hermes
Pennsylvania
$605M
3
GLA
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
Capital World Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
4
State Street
State Street
Massachusetts
$4.11B
5
Barclays
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$295M -$7.06M -73,200 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$290M -$6.58M -68,191 -2%
CWP
28
Capital Wealth Planning
Florida
$280M +$24.6M +205,322 +10%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$265M -$983K -10,190 -0.4%
UBS AM
30
UBS AM
Illinois
$258M -$6.67M -69,147 -3%
CCM
31
Cullen Capital Management
New York
$238M +$60.6M +627,997 +34%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$222M -$678K -7,027 -0.3%
First Trust Advisors
33
First Trust Advisors
Illinois
$214M +$12.2M +126,142 +6%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$211M -$1.58M -16,399 -0.7%
APG Asset Management
35
APG Asset Management
Netherlands
$190M -$4.36M -49,091 -2%
UBS Group
36
UBS Group
Switzerland
$174M +$14.5M +150,517 +9%
RJA
37
Raymond James & Associates
Florida
$160M +$1.39M +14,425 +0.9%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$157M +$9.85M +102,053 +7%
Ameriprise
39
Ameriprise
Minnesota
$150M -$11.6M -119,836 -7%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$140M +$674K +6,985 +0.5%
Bessemer Group
41
Bessemer Group
New Jersey
$134M +$1.59M +16,487 +1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$132M +$1.52M +15,721 +1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$130M -$2.42M -25,096 -2%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$129M +$5.36M +55,600 +4%
ECM
45
ExodusPoint Capital Management
New York
$128M +$59.9M +621,137 +88%
LPL Financial
46
LPL Financial
California
$127M +$12.5M +129,083 +11%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$126M -$4.72M -48,960 -4%
Victory Capital Management
48
Victory Capital Management
Texas
$125M -$6.23M -64,606 -5%
Amundi
49
Amundi
France
$121M -$2.97M -30,052 -2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$120M -$1.24M -12,851 -1%
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