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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$1.6B
2
ECM
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
Cohen & Steers
New York
$130M
4
Marshall Wace
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$764M
3
State Street
State Street
Massachusetts
$3.72B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$339M +$66.6M +677,286 +24%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$333M -$41.1M -427,352 -11%
UBS AM
28
UBS AM
Illinois
$283M -$1.35M -13,960 -0.5%
Goldman Sachs
29
Goldman Sachs
New York
$267M -$37.8M -390,372 -12%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$235M +$7.67M +79,259 +3%
CCM
31
Cullen Capital Management
New York
$233M +$49.4M +511,040 +27%
UBS Group
32
UBS Group
Switzerland
$229M +$30.4M +314,778 +15%
Swiss National Bank
33
Swiss National Bank
Switzerland
$223M -$9.85M -101,800 -4%
Barclays
34
Barclays
United Kingdom
$212M -$78.6M -812,763 -27%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$198M -$19.2M -198,379 -9%
CWP
36
Capital Wealth Planning
Florida
$191M +$3.03M +31,309 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$187M -$2.14M -22,091 -1%
RJA
38
Raymond James & Associates
Florida
$186M +$3.45M +35,676 +2%
First Trust Advisors
39
First Trust Advisors
Illinois
$171M -$10.7M -110,243 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$154M +$43.8M +453,025 +40%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$152M +$978K +10,114 +0.6%
LPL Financial
42
LPL Financial
California
$152M +$716K +7,407 +0.5%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$150M +$9.3M +96,149 +7%
National Pension Service
44
National Pension Service
South Korea
$149M +$2.19M +22,613 +1%
APG Asset Management
45
APG Asset Management
Netherlands
$145M +$2.95M +32,970 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$136M +$2.29M +23,693 +2%
Cohen & Steers
47
Cohen & Steers
New York
$130M +$103M +1,068,963 +386%
Bessemer Group
48
Bessemer Group
New Jersey
$129M -$7.74M -80,002 -6%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$129M +$23.9M +247,182 +23%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$126M -$18.9M -196,905 -13%
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