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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.97B
2
GQG Partners
2
GQG Partners
Florida
$507M
3
State Street
3
State Street
Massachusetts
$4.6B
4
Citadel Advisors
4
Citadel Advisors
Florida
$189M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$184M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$359M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.06B
3
American Century Companies
3
American Century Companies
Missouri
$482M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$378M
5
APG Asset Management
5
APG Asset Management
Netherlands
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$381M +$17.7M +153,284 +5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$380M -$16.6M -144,131 -4%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$378M -$127M -1,100,585 -25%
Federated Hermes
29
Federated Hermes
Pennsylvania
$359M -$268M -2,324,115 -43%
UBS AM
30
UBS AM
Illinois
$358M -$49.5M -429,209 -12%
Cohen & Steers
31
Cohen & Steers
New York
$352M +$54.9M +476,263 +18%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$329M -$37.1M -321,851 -10%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$293M +$56.7M +492,179 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$272M -$6.96M -60,400 -2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$264M +$749K +6,500 +0.3%
RJA
36
Raymond James & Associates
Florida
$261M -$23.4M -202,839 -8%
CCM
37
Cullen Capital Management
New York
$253M -$15.9M -138,065 -6%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$248M -$37M -320,631 -13%
Barclays
39
Barclays
United Kingdom
$232M +$4.17M +36,124 +2%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$227M -$5.19M -44,972 -2%
Amundi
41
Amundi
France
$213M +$13.7M +124,218 +7%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$212M +$2.98M +25,822 +1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$209M +$2.06M +17,847 +1%
National Pension Service
44
National Pension Service
South Korea
$205M +$24.1M +208,731 +13%
Citadel Advisors
45
Citadel Advisors
Florida
$189M +$187M +1,624,269 +9,668%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$185M +$42.3M +366,922 +30%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$184M +$170M +1,476,214 +1,234%
LPL Financial
48
LPL Financial
California
$181M -$6.18M -53,588 -3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$174M +$6.63M +57,180 +4%
First Trust Advisors
50
First Trust Advisors
Illinois
$172M -$5.17M -44,867 -3%
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