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Duke Energy
DUK

Overview Fund Activity

1,838 hedge funds and large institutions have $53.6B invested in Duke Energy in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 826 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,838
Holders Change
+54
Holders Change %
+3.03%
% of All Funds
29.09%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
161
Increased
826
Reduced
579
Closed
85
Calls
$440M
Puts
$303M
Net Calls
+$137M
Net Calls Change
-$103M

Top Buyers

1
State Street
1
State Street
Massachusetts
$4.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.89B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.65B
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$285M
5
WHRC
5
W.H. Reaves & Co
New Jersey
$80.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.69B
2
Barclays
2
Barclays
United Kingdom
$126M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$11.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$129M +$4.92M +44,025 +4%
EVM
52
Eaton Vance Management
Massachusetts
$129M +$72.1M +645,882 +128%
Barclays
53
Barclays
United Kingdom
$126M -$243M -2,177,015 -66%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$121M -$16.9M -151,366 -12%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$750K -6,721 -0.6%
RCAMU
56
Rothschild & Co Asset Management US
Connecticut
$119M +$2.98M +26,655 +3%
National Pension Service
57
National Pension Service
South Korea
$117M -$1.25M -11,177 -1%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$109M +$28.2M +252,594 +35%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$106M -$377K -3,376 -0.4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$103M -$1.14M -10,193 -1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$103M -$1.57M -14,096 -2%
CS
62
Credit Suisse
Switzerland
$101M +$3.25M +29,130 +3%
Principal Financial Group
63
Principal Financial Group
Iowa
$100M -$462K -4,139 -0.5%
LPL Financial
64
LPL Financial
California
$95.9M +$6.47M +57,939 +7%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$93.4M +$33.6M +300,473 +56%
Victory Capital Management
66
Victory Capital Management
Texas
$92.3M +$12.6M +114,302 +16%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$92.2M +$3.98M +35,675 +5%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$91.5M -$8.62M -77,205 -9%
Truist Financial
69
Truist Financial
North Carolina
$90.5M -$1.46M -13,101 -2%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$89.7M +$32.8M +293,500 +58%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$87.5M +$11.1M +99,182 +14%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$87.3M -$7.23M -64,790 -8%
Millennium Management
73
Millennium Management
New York
$85.2M +$2.31M +20,649 +3%
Prudential Financial
74
Prudential Financial
New Jersey
$84.7M -$7.68M -68,815 -8%
PCA
75
Personal Capital Advisors
California
$84.4M +$3.02M +27,003 +4%
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