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Duke Energy
DUK

Overview Fund Activity

1,900 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 734 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,900
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
734
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$1.6B
2
ECM
2
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
3
Cohen & Steers
New York
$130M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$764M
3
State Street
3
State Street
Massachusetts
$3.72B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$82.2M -$3.83M -39,604 -4%
Deutsche Bank
77
Deutsche Bank
Germany
$81.4M +$2.03M +21,031 +3%
AllianceBernstein
78
AllianceBernstein
Tennessee
$80.1M -$5.72M -59,109 -7%
CI
79
Cincinnati Insurance
Ohio
$76.9M +$26.2M +271,216 +52%
CS
80
Credit Suisse
Switzerland
$75.9M -$5.1M -52,685 -6%
Stifel Financial
81
Stifel Financial
Missouri
$74.5M +$2.89M +29,861 +4%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$73.1M +$31M +320,100 +73%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$72.2M -$3.31M -34,211 -4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$71.5M -$1.88M -19,437 -3%
Prudential Financial
85
Prudential Financial
New Jersey
$70.8M +$12.4M +127,871 +21%
SEI Investments
86
SEI Investments
Pennsylvania
$66.5M +$13.6M +140,413 +26%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$63.9M +$2.65M +27,358 +4%
PCM
88
Penserra Capital Management
California
$62.2M -$721K -7,454 -1%
FWIA
89
Fort Washington Investment Advisors
Ohio
$61.4M -$4.13M -42,714 -6%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$60.8M +$371K +3,835 +0.6%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$60.7M +$1.24M +12,861 +2%
Citigroup
92
Citigroup
New York
$58.3M +$7.08M +73,163 +14%
WHRC
93
W.H. Reaves & Co
New Jersey
$56.8M -$10.5M -108,202 -16%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$54.8M -$236K -2,441 -0.4%
ORIO
95
Old Republic International (ORI)
Illinois
$54.2M – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$54.1M -$1.55M -15,979 -3%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$53.1M -$898K -9,289 -2%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$50.6M -$20.3M -209,900 -29%
HighTower Advisors
99
HighTower Advisors
Illinois
$50.5M -$722K -7,463 -1%
EIP
100
Epoch Investment Partners
New York
$47M -$3.68M -38,100 -7%
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4
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