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Duke Energy
DUK

Overview Fund Activity

1,895 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 789 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
789
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
3
Macquarie Group
Australia
$422M
4
Barclays
4
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCM
3
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$311M -$3.95M -40,738 -1%
Goldman Sachs
27
Goldman Sachs
New York
$306M -$84.6M -872,277 -22%
Barclays
28
Barclays
United Kingdom
$292M +$150M +1,547,868 +106%
UBS AM
29
UBS AM
Illinois
$285M +$23.4M +241,621 +9%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$273M +$61.1M +619,525 +29%
Swiss National Bank
31
Swiss National Bank
Switzerland
$234M -$6.68M -68,800 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$228M +$8.17M +84,227 +4%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$218M -$40.5M -417,755 -16%
UBS Group
34
UBS Group
Switzerland
$199M -$7M -72,158 -3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$190M -$161K -1,662 -0.1%
CWP
36
Capital Wealth Planning
Florida
$188M -$33.4M -344,355 -15%
CCM
37
Cullen Capital Management
New York
$184M -$64M -659,016 -26%
RJA
38
Raymond James & Associates
Florida
$183M +$13.5M +139,235 +8%
First Trust Advisors
39
First Trust Advisors
Illinois
$182M -$24.5M -252,850 -12%
Amundi
40
Amundi
France
$173M +$17.9M +180,852 +12%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$152M +$2.47M +25,405 +2%
LPL Financial
42
LPL Financial
California
$152M +$6.68M +68,873 +5%
National Pension Service
43
National Pension Service
South Korea
$148M +$4.19M +43,205 +3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$146M +$21.8M +223,851 +17%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M +$2.25M +23,175 +2%
APG Asset Management
46
APG Asset Management
Netherlands
$139M +$8.49M +96,636 +7%
Bessemer Group
47
Bessemer Group
New Jersey
$138M -$679 -7 -0%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$135M -$607K -6,258 -0.4%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$126M -$10M -103,000 -7%
Two Sigma Investments
50
Two Sigma Investments
New York
$120M -$51.4M -529,895 -30%
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