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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$293M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
5
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.77M
2
Invesco
2
Invesco
Georgia
$814M
3
State Street
3
State Street
Massachusetts
$3.4B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$43.8M 494,295 +17,568 +4%
Asset Management One
102
Asset Management One
Japan
$43.1M 486,893 +13,101 +3%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$42.6M 480,626 -182,089 -27%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$41.8M 472,361 -24,140 -5%
RCAMU
105
Rothschild & Co Asset Management US
Connecticut
$41.4M 467,942 -182,683 -28%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$40.5M 457,192 +25,500 +6%
Axa
107
Axa
France
$40.3M 455,104 -65,050 -13%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.7M 448,527 -2,551 -0.6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$38.4M 434,147 +44,905 +12%
SO
110
STRS Ohio
Ohio
$37.9M 428,155 -69,335 -14%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$37.2M 420,177 +14,126 +3%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$37.2M 419,537 +10,126 +2%
Point72 Asset Management
113
Point72 Asset Management
Connecticut
$36.7M 414,654 -529,835 -56%
Fidelity International
114
Fidelity International
Bermuda
$35.4M 399,365 -63,025 -14%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$34.9M 393,787 -9,188 -2%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$34.6M 390,428 -364 -0.1%
Osaic Holdings
117
Osaic Holdings
Arizona
$34.2M 388,251 +23,366 +6%
US Bancorp
118
US Bancorp
Minnesota
$33.9M 383,193 -1,147 -0.3%
GF
119
Gabelli Funds
New York
$33.1M 373,400 – –
MIS
120
Morningstar Investment Services
Illinois
$32.9M 398,525 -24,116 -6%
ACI
121
AMP Capital Investors
Australia
$32.1M 389,726 -7,779 -2%
AG
122
Aperio Group
California
$32.1M 361,970 -25,964 -7%
MAM
123
Magellan Asset Management
Australia
$30.7M 346,802 +22,743 +7%
HighTower Advisors
124
HighTower Advisors
Illinois
$30.4M 342,467 +5,601 +2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$30.3M 306,638 – –
3 4
5
6 7