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Duke Energy
DUK

Overview Fund Activity

1,895 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 789 reducing their positions, and 98 closing their positions.

Holders
1,895
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
789
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
3
Macquarie Group
Australia
$422M
4
Barclays
4
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCM
3
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$118M -$3.43M -35,326 -3%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$115M +$2.25M +23,213 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M +$102M +1,046,769 +1,092%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$107M -$3.55M -36,598 -3%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$106M +$8.19M +84,584 +8%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$101M +$71.7M +739,112 +242%
Empower Advisory Group
57
Empower Advisory Group
Colorado
$98.7M -$1.57M -16,177 -2%
GLA
58
Great Lakes Advisors
Illinois
$97.1M -$26.8M -276,658 -22%
MBA
59
Maple-Brown Abbott
Australia
$96.5M -$7.39M -76,200 -7%
Mariner
60
Mariner
Kansas
$95.6M -$967K -9,965 -1%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.7M -$9.17M -94,496 -9%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$89.7M -$8.81M -90,777 -9%
Principal Financial Group
63
Principal Financial Group
Iowa
$89.3M -$360K -3,710 -0.4%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$87.3M -$12M -123,420 -12%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$86.5M +$1.33M +13,668 +2%
Truist Financial
66
Truist Financial
North Carolina
$86.3M -$8.09M -83,366 -9%
AllianceBernstein
67
AllianceBernstein
Tennessee
$86.1M -$18.8M -193,789 -18%
CS
68
Credit Suisse
Switzerland
$81.3M -$1.29M -13,301 -2%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$81M +$2.93M +30,200 +4%
Victory Capital Management
70
Victory Capital Management
Texas
$79.9M -$17.7M -182,770 -18%
Deutsche Bank
71
Deutsche Bank
Germany
$79.6M +$475K +4,894 +0.6%
MIS
72
Morningstar Investment Services
Illinois
$76.5M +$37.5M +387,038 +96%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$76.1M +$5.29M +53,515 +7%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$75.7M +$500K +5,151 +0.7%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$73.6M -$584K -6,023 -0.8%
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