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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
83
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$261M
2
BlackRock
2
BlackRock
New York
$5.86B
3
Cohen & Steers
3
Cohen & Steers
New York
$258M
4
Amundi
4
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.03B
2
CWP
2
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$345M -$31.3M -312,401 -8%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$319M -$29.6M -292,388 -8%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$318M -$28.3M -282,547 -8%
Goldman Sachs
29
Goldman Sachs
New York
$316M +$39.1M +390,285 +14%
UBS Group
30
UBS Group
Switzerland
$280M +$42.6M +425,194 +18%
GQG Partners
31
GQG Partners
Florida
$261M +$254M +2,536,596 +4,022%
Cohen & Steers
32
Cohen & Steers
New York
$258M +$123M +1,229,522 +91%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$248M +$4.03M +40,243 +2%
RJA
34
Raymond James & Associates
Florida
$247M +$54.6M +545,076 +28%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M +$83M +828,051 +52%
CCM
36
Cullen Capital Management
New York
$234M -$8.09M -80,675 -3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$229M -$2.41M -24,000 -1%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$206M +$81.6M +813,744 +66%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$202M -$3.48M -34,767 -2%
Barclays
40
Barclays
United Kingdom
$198M -$21.9M -218,192 -10%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$182M +$24.1M +240,136 +15%
Amundi
42
Amundi
France
$180M +$83.8M +839,700 +87%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$180M -$14.6M -146,153 -8%
LPL Financial
44
LPL Financial
California
$163M +$5.68M +56,629 +4%
National Pension Service
45
National Pension Service
South Korea
$158M +$2.75M +27,486 +2%
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$155M +$190K +1,897 +0.1%
First Trust Advisors
47
First Trust Advisors
Illinois
$154M -$22.9M -228,608 -13%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$147M +$14.3M +140,620 +11%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$140M -$1.49M -14,886 -1%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$135M +$10M +100,000 +8%
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