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Duke Energy
DUK

Overview Fund Activity

1,796 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

Holders
1,796
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.33%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$735M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$154M
4
American Century Companies
4
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
3
Bank of America
North Carolina
$665M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
5
APG Asset Management
Netherlands
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$72.2M 804,931 -57,583 -7%
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$71.5M 796,936 -66,448 -8%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$68.2M 760,000 +342,400 +82%
Stifel Financial
79
Stifel Financial
Missouri
$65M 724,639 +94,653 +15%
Osaic Holdings
80
Osaic Holdings
Arizona
$60.4M 673,079 +50,728 +8%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$59.6M 664,433 -18,254 -3%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$59.3M 660,600 +39,358 +6%
AQR Capital Management
83
AQR Capital Management
Connecticut
$57.6M 645,141 +9,437 +1%
FWIA
84
Fort Washington Investment Advisors
Ohio
$57.6M 642,026 +7,718 +1%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$54.3M 605,008 +1,521 +0.3%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$54.1M 602,477 +66,079 +12%
BC
87
Bartlett & Co
Ohio
$54.1M 602,477 +66,079 +12%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$54M 602,276 +14,334 +2%
EIP
89
Epoch Investment Partners
New York
$53.9M 600,706 -13,701 -2%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$53.1M 592,059 +959 +0.2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$51.8M 577,437 +3,380 +0.6%
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$51.5M 573,489 +52,710 +10%
Citigroup
93
Citigroup
New York
$50.7M 564,932 -135,089 -19%
ORIO
94
Old Republic International (ORI)
Illinois
$50.3M 560,731 – –
HighTower Advisors
95
HighTower Advisors
Illinois
$48.3M 538,744 +26,940 +5%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$48.3M 532,614 +303,826 +133%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$47.8M 532,190 +11,708 +2%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$47.5M 529,591 +2,401 +0.5%
PAMS
99
Pictet Asset Management (Switzerland)
Switzerland
$47.3M 527,190 -16,968 -3%
CI
100
Cincinnati Insurance
Ohio
$47M 523,600 – –
2 3
4
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