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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
BlackRock
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$914M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
4
Invesco
Invesco
Georgia
$661M
5
SCCM
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$107M -$9.78M -101,336 -8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$101M -$11.2M -114,881 -10%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$101M -$2.85M -29,570 -3%
National Pension Service
54
National Pension Service
South Korea
$100M +$3.98M +41,210 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$99.4M +$6.68M +69,185 +7%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$95.2M +$16M +165,704 +20%
CWP
57
Capital Wealth Planning
Florida
$94.5M +$18M +186,171 +23%
Truist Financial
58
Truist Financial
North Carolina
$93.9M +$3.74M +38,735 +4%
Barclays
59
Barclays
United Kingdom
$92.4M +$17.3M +179,479 +23%
Two Sigma Investments
60
Two Sigma Investments
New York
$92.4M -$40.4M -418,301 -30%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$91.1M -$5.31M -55,058 -6%
EIP
62
Epoch Investment Partners
New York
$90.2M -$10.5M -108,968 -10%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$89M +$23.4M +242,735 +36%
AQR Capital Management
64
AQR Capital Management
Connecticut
$87.3M +$7.26M +75,546 +9%
Principal Financial Group
65
Principal Financial Group
Iowa
$86.5M -$3.68M -38,167 -4%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$83.5M -$2.46M -25,434 -3%
RCAMU
67
Rothschild & Co Asset Management US
Connecticut
$81M +$12.6M +130,552 +18%
DekaBank Deutsche Girozentrale
68
DekaBank Deutsche Girozentrale
Germany
$80.6M +$25.6M +266,311 +47%
PAM
69
Panagora Asset Management
Massachusetts
$77.8M +$495K +5,126 +0.6%
Prudential Financial
70
Prudential Financial
New Jersey
$74.3M +$5.68M +58,831 +8%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$72.1M +$2.08M +21,581 +3%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$68.6M -$13.3M -138,194 -16%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$67.6M -$848K -8,787 -1%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$67.4M -$11.8M -122,500 -15%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$67.2M -$11.2M -116,100 -14%
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