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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.15B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$391M
3
American Century Companies
3
American Century Companies
Missouri
$422M
4
Bessemer Group
4
Bessemer Group
New Jersey
$142M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$506M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
State Street
3
State Street
Massachusetts
$4.53B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$881M
5
Cohen & Steers
5
Cohen & Steers
New York
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$52.4M 508,201 +58,340 +13%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.9M 504,355 +2,224 +0.4%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$51.5M 500,027 +4,279 +0.9%
PAMS
104
Pictet Asset Management (Switzerland)
Switzerland
$50.3M 539,471 +5,536 +1%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$50M 485,002 +25,528 +6%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$49.3M 479,084 +270,964 +130%
US Bancorp
107
US Bancorp
Minnesota
$47.2M 458,270 +76,563 +20%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$47M 456,056 – –
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$46.1M 447,843 -29,833 -6%
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$46M 446,629 +8,579 +2%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$45.9M 445,202 +6,226 +1%
Point72 Asset Management
112
Point72 Asset Management
Connecticut
$45.3M 440,276 +133,184 +43%
Canada Life
113
Canada Life
Manitoba, Canada
$44.7M 432,110 -875 -0.2%
KACA
114
Kayne Anderson Capital Advisors
California
$43.8M 425,100 -4,375 -1%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$43.5M 423,106 +61,717 +17%
Asset Management One
116
Asset Management One
Japan
$41.1M 395,664 -17,231 -4%
MIS
117
Morningstar Investment Services
Illinois
$41M 392,035 +3,295 +0.8%
GF
118
Gabelli Funds
New York
$37.9M 367,900 – –
TD Asset Management
119
TD Asset Management
Ontario, Canada
$36.2M 351,141 -212,484 -38%
CB
120
Commerce Bank
Missouri
$35.3M 342,692 -10,928 -3%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$34.5M 334,595 +4,260 +1%
VDI
122
Vaughan David Investments
Illinois
$34.1M 331,181 +4,766 +1%
UB
123
UMB Bank
Missouri
$34M 330,145 -8,582 -3%
Allianz Asset Management
124
Allianz Asset Management
Germany
$33M 320,451 -62,997 -16%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$32.7M 317,509 -18,489 -6%
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5
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