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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.15B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$391M
3
American Century Companies
3
American Century Companies
Missouri
$422M
4
Bessemer Group
4
Bessemer Group
New Jersey
$142M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$506M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
State Street
3
State Street
Massachusetts
$4.53B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$881M
5
Cohen & Steers
5
Cohen & Steers
New York
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
76
Gibson Wealth Advisors
Texas
$75.7M 786,500 +776,000 +7,390%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$75.1M 729,450 +193,757 +36%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$75.1M 729,048 +56,857 +8%
ECM
79
ExodusPoint Capital Management
New York
$72.5M 703,463 +703,463 New
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$69.5M 675,143 -6,841 -1%
AQR Capital Management
81
AQR Capital Management
Connecticut
$68.8M 667,776 -88,146 -12%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$67.6M 656,776 -74,058 -10%
Voloridge Investment Management
83
Voloridge Investment Management
Florida
$66.8M 648,387 +202,026 +45%
Renaissance Technologies
84
Renaissance Technologies
New York
$65.9M 639,862 -150,950 -19%
Stifel Financial
85
Stifel Financial
Missouri
$65M 631,272 -609,247 -49%
FWIA
86
Fort Washington Investment Advisors
Ohio
$63.9M 620,093 +83,866 +16%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$62.2M 604,030 -48,806 -7%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$61.9M 600,987 -36,983 -6%
Osaic Holdings
89
Osaic Holdings
Arizona
$59.8M 580,232 +44,289 +8%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$59.2M 575,029 +12,779 +2%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$59.1M 573,687 +97,970 +21%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$58.2M 564,621 +16,151 +3%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$57.9M 557,952 +64,616 +13%
ORIO
94
Old Republic International (ORI)
Illinois
$57.8M 560,731 -150,000 -21%
Cohen & Steers
95
Cohen & Steers
New York
$57.3M 556,349 -984,633 -64%
EIP
96
Epoch Investment Partners
New York
$57M 553,591 -11,968 -2%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$54.5M 529,581 -1,663 -0.3%
CI
98
Cincinnati Insurance
Ohio
$53.9M 523,600 – –
BC
99
Bartlett & Co
Ohio
$52.9M 513,341 -172 -0%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$52.9M 513,341 -172 -0%
2 3
4
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