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Duke Energy
DUK

Overview Fund Activity

1,807 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

Holders
1,807
Holders Change
-21
Holders Change %
-1.15%
% of All Funds
28.93%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
137
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$443M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$605M
3
GLA
3
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
5
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
2
Capital World Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
State Street
4
State Street
Massachusetts
$4.11B
5
Barclays
5
Barclays
United Kingdom
$88.1M
Name Market Value Shares Shares
Change 		Shares
Change %
National Pension Service
51
National Pension Service
South Korea
$119M 1,239,906 +10,125 +0.8%
Cohen & Steers
52
Cohen & Steers
New York
$112M 1,159,196 +602,847 +108%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$108M 1,124,252 -72,146 -6%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$108M 1,118,920 +27,677 +3%
Prudential Financial
55
Prudential Financial
New Jersey
$107M 1,004,989 +153,803 +18%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$100M 1,038,055 +261,785 +34%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.4M 1,030,773 -5,617 -0.5%
GLA
58
Great Lakes Advisors
Illinois
$98M 1,015,725 +1,015,725 New
MBA
59
Maple-Brown Abbott
Australia
$95.4M 989,350 -37,940 -4%
WHRC
60
W.H. Reaves & Co
New Jersey
$93.7M 971,030 -96,501 -9%
Empower Advisory Group
61
Empower Advisory Group
Colorado
$92.3M 970,330 +970,330 New
Principal Financial Group
62
Principal Financial Group
Iowa
$92.1M 954,854 +14,055 +1%
AllianceBernstein
63
AllianceBernstein
Tennessee
$91.2M 944,947 -36,998 -4%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$90.3M 935,539 -25,490 -3%
Deutsche Bank
65
Deutsche Bank
Germany
$89.5M 928,223 -208,865 -18%
Mariner
66
Mariner
Kansas
$89.1M 924,094 +24,873 +3%
Barclays
67
Barclays
United Kingdom
$88.1M 913,251 -499,678 -35%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$87.7M 909,001 +68,539 +8%
Truist Financial
69
Truist Financial
North Carolina
$83.5M 865,757 -5,956 -0.7%
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$83.3M 863,384 +214,997 +33%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$83.2M 862,514 -8,898 -1%
Two Sigma Investments
72
Two Sigma Investments
New York
$83M 860,421 +820,667 +2,064%
CS
73
Credit Suisse
Switzerland
$82M 849,553 -65,801 -7%
Macquarie Group
74
Macquarie Group
Australia
$81.1M 840,515 -11,225 -1%
ZP
75
Zimmer Partners
New York
$79.9M 827,927 +827,927 New
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