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Duke Energy
DUK

Overview Fund Activity

1,777 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 742 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,777
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.34%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
742
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$938M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
5
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$190M
3
ZP
3
Zimmer Partners
New York
$7.5M
4
ECM
4
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.86M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$68.4M 775,354 -30,736 -4%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$67.6M 766,313 +561,000 +273%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$67.5M 764,895 -40,036 -5%
Stifel Financial
79
Stifel Financial
Missouri
$65.8M 745,732 +21,093 +3%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$63.3M 716,992 +56,392 +9%
Prudential Financial
81
Prudential Financial
New Jersey
$62.5M 708,125 -341,494 -33%
FWIA
82
Fort Washington Investment Advisors
Ohio
$59.4M 672,950 +30,924 +5%
AQR Capital Management
83
AQR Capital Management
Connecticut
$57M 645,618 +477 +0.1%
BC
84
Bartlett & Co
Ohio
$53.8M 609,532 +7,055 +1%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$53.8M 609,532 +7,055 +1%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$53.6M 606,933 +4,657 +0.8%
ZIG
87
Zurich Insurance Group
Switzerland
$52.7M 597,123 +597,123 New
Natixis Advisors
88
Natixis Advisors
Massachusetts
$51.9M 588,420 +188,569 +47%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$51.1M 578,660 -26,348 -4%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$50.2M 568,322 -9,115 -2%
ORIO
91
Old Republic International (ORI)
Illinois
$49.5M 560,731 – –
Two Sigma Advisers
92
Two Sigma Advisers
New York
$48.9M 554,200 -205,800 -27%
HighTower Advisors
93
HighTower Advisors
Illinois
$48.2M 546,401 +7,657 +1%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$48M 543,771 +11,581 +2%
EIP
95
Epoch Investment Partners
New York
$47.8M 541,757 -58,949 -10%
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$47M 532,175 +532,175 New
CI
97
Cincinnati Insurance
Ohio
$46.2M 523,600 – –
ECM
98
ExodusPoint Capital Management
New York
$45.9M 520,446 -788,353 -60%
ELC
99
Edgar Lomax Company
Virginia
$42.1M 477,391 -8,720 -2%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$41.8M 473,502 -18,450 -4%
2 3
4
5 6