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Duke Energy
DUK

Overview Fund Activity

1,796 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,796
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.33%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$735M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$154M
4
American Century Companies
4
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
3
Bank of America
North Carolina
$665M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
5
APG Asset Management
Netherlands
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$285M -$6.72M -74,878 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$259M -$10.6M -118,421 -4%
UBS AM
28
UBS AM
Illinois
$258M – – –
Swiss National Bank
29
Swiss National Bank
Switzerland
$250M -$24.5M -272,800 -9%
Ensign Peak Advisors
30
Ensign Peak Advisors
Utah
$240M -$5.67M -63,153 -2%
CWP
31
Capital Wealth Planning
Florida
$240M +$30.8M +343,353 +15%
CCM
32
Cullen Capital Management
New York
$223M +$1.66M +18,486 +0.7%
First Trust Advisors
33
First Trust Advisors
Illinois
$194M -$4.91M -54,763 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$179M -$27.3M -304,242 -13%
UBS Group
35
UBS Group
Switzerland
$176M +$14.4M +160,664 +9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$163M +$17.6M +195,868 +12%
RJA
37
Raymond James & Associates
Florida
$157M +$8.43M +93,927 +6%
Two Sigma Investments
38
Two Sigma Investments
New York
$154M +$76.6M +853,787 +99%
Amundi
39
Amundi
France
$152M +$41.3M +454,965 +37%
Ameriprise
40
Ameriprise
Minnesota
$146M +$6.9M +76,912 +5%
Barclays
41
Barclays
United Kingdom
$137M +$54.8M +610,254 +67%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$135M +$5.27M +58,755 +4%
LPL Financial
43
LPL Financial
California
$131M +$12.6M +140,364 +11%
COPPSERS
44
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$128M +$10.6M +118,532 +9%
APG Asset Management
45
APG Asset Management
Netherlands
$127M -$48.4M -588,105 -28%
Bessemer Group
46
Bessemer Group
New Jersey
$126M +$961K +10,711 +0.8%
National Pension Service
47
National Pension Service
South Korea
$126M +$15.7M +177,117 +14%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$126M +$600K +6,474 +0.5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$123M +$671K +7,481 +0.5%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$118M -$2.6M -29,000 -2%
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