DUK icon

Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
2
Charles Schwab
California
$604M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.86M
5
BlackRock
5
BlackRock
New York
$5.13B
Name Market Value Shares Shares
Change 		Shares
Change %
MIP
101
Mondrian Investment Partners
United Kingdom
$46.8M 474,460 -7,620 -2%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$45.6M 462,060 -234,100 -34%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$45.4M 459,894 +28,395 +7%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$43M 435,741 +20,998 +5%
ACI
105
AMP Capital Investors
Australia
$42.6M 431,955 -4,112 -0.9%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$42.2M 427,011 -37,845 -8%
Loomis, Sayles & Company
107
Loomis, Sayles & Company
Massachusetts
$41.6M 421,627 -60,695 -13%
CB
108
Commerce Bank
Missouri
$40.9M 414,647 -11,090 -3%
Squarepoint
109
Squarepoint
New York
$40.6M 411,095 +175,039 +74%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$40.5M 409,862 -124,298 -23%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$40.4M 409,251 -45,937 -10%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$40.1M 406,681 +206,711 +103%
HighTower Advisors
113
HighTower Advisors
Illinois
$38.9M 394,698 -7,608 -2%
Osaic Holdings
114
Osaic Holdings
Arizona
$38.8M 392,189 -15,608 -4%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$38.6M 390,504 -19,489 -5%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$38.4M 388,671 +68,761 +21%
US Bancorp
117
US Bancorp
Minnesota
$37.8M 383,261 +3,342 +0.9%
GF
118
Gabelli Funds
New York
$36.5M 369,400 – –
MIS
119
Morningstar Investment Services
Illinois
$34.5M 351,924 -2,907 -0.8%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$33.5M 339,576 -7,468 -2%
UIM
121
USS Investment Management
United Kingdom
$32.7M 331,262 +2,000 +0.6%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$32.5M 329,664 -9,802 -3%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$32M 323,987 +12,990 +4%
CFC
124
Cincinnati Financial Corp
Ohio
$30.6M 310,000 – –
VDI
125
Vaughan David Investments
Illinois
$30.6M 309,850 +8,222 +3%
3 4
5
6 7