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Duke Energy
DUK

Overview Fund Activity

1,777 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 742 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,777
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.34%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
742
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$938M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
5
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$190M
3
ZP
3
Zimmer Partners
New York
$7.5M
4
ECM
4
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$286M +$31.2M +352,987 +12%
UBS AM
27
UBS AM
Illinois
$238M +$2.09M +23,736 +0.9%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$235M -$1.04M -11,769 -0.4%
CCM
29
Cullen Capital Management
New York
$226M +$6.24M +70,735 +3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$219M -$26.9M -304,600 -11%
CWP
31
Capital Wealth Planning
Florida
$202M -$34.5M -390,725 -15%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$200M +$39.5M +447,724 +25%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$190M -$104M -1,182,385 -36%
First Trust Advisors
34
First Trust Advisors
Illinois
$188M -$3.12M -35,328 -2%
UBS Group
35
UBS Group
Switzerland
$188M +$14.2M +160,345 +8%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$173M -$3.14M -35,620 -2%
Two Sigma Investments
37
Two Sigma Investments
New York
$156M +$4.24M +48,054 +3%
RJA
38
Raymond James & Associates
Florida
$154M -$469K -5,318 -0.3%
Amundi
39
Amundi
France
$139M -$9.7M -109,362 -7%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$136M +$2.78M +31,523 +2%
National Pension Service
41
National Pension Service
South Korea
$135M +$5.59M +61,327 +4%
LPL Financial
42
LPL Financial
California
$132M +$2.93M +33,161 +2%
APG Asset Management
43
APG Asset Management
Netherlands
$131M -$5.44M -61,608 -4%
Barclays
44
Barclays
United Kingdom
$129M -$5.74M -65,000 -4%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$126M +$43.7K +495 +0%
Bessemer Group
46
Bessemer Group
New Jersey
$125M +$1.25M +14,156 +1%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$123M +$7.68M +87,000 +7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$123M +$1.87M +21,143 +2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$122M -$7.4M -77,364 -6%
GLA
50
Great Lakes Advisors
Illinois
$113M +$30.6M +346,471 +37%
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