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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
83
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$261M
2
BlackRock
2
BlackRock
New York
$5.86B
3
Cohen & Steers
3
Cohen & Steers
New York
$258M
4
Amundi
4
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.03B
2
CWP
2
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
51
APG Asset Management
Netherlands
$133M -$18.1M -193,068 -12%
Bessemer Group
52
Bessemer Group
New Jersey
$132M -$1.76M -17,521 -1%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$131M +$39.1M +390,056 +43%
Victory Capital Management
54
Victory Capital Management
Texas
$130M +$20.5M +204,723 +19%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$124M +$2.97M +29,622 +2%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$116M +$3.22M +32,125 +3%
Ameriprise
57
Ameriprise
Minnesota
$112M -$3.34M -33,287 -3%
Empower Advisory Group
58
Empower Advisory Group
Colorado
$111M +$1.48M +14,743 +1%
GLA
59
Great Lakes Advisors
Illinois
$110M -$7.2M -71,792 -6%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$107M +$31M +309,100 +41%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$105M -$28.5M -284,797 -21%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$103M +$11.9M +119,212 +13%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$103M -$3.35M -33,438 -3%
Mariner
64
Mariner
Kansas
$103M +$3.16M +31,563 +3%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$100M +$6.9M +68,848 +7%
Deutsche Bank
66
Deutsche Bank
Germany
$96.7M +$12.4M +123,309 +15%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$95.9M +$1.12M +11,129 +1%
CWP
68
Capital Wealth Planning
Florida
$95.9M -$102M -1,016,644 -52%
Principal Financial Group
69
Principal Financial Group
Iowa
$92.5M -$1.24M -12,366 -1%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.7M +$2.18M +21,749 +2%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$90.2M -$950K -9,481 -1%
AllianceBernstein
72
AllianceBernstein
Tennessee
$81.7M -$1.28M -12,764 -2%
Truist Financial
73
Truist Financial
North Carolina
$80.9M -$4.27M -42,560 -5%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$79.9M -$21.8M -218,130 -21%
CI
75
Cincinnati Insurance
Ohio
$79.7M – – –
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