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Duke Energy
DUK

Overview Fund Activity

1,807 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
-21
Holders Change %
-1.15%
% of All Funds
28.93%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
137
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$443M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$605M
3
GLA
3
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
5
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
2
Capital World Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
State Street
4
State Street
Massachusetts
$4.11B
5
Barclays
5
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$50.2M +$4.02M +41,695 +9%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$50M -$20.4M -211,526 -29%
HighTower Advisors
103
HighTower Advisors
Illinois
$49.4M +$347K +3,603 +0.7%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.1M +$396K +4,110 +0.8%
ELC
105
Edgar Lomax Company
Virginia
$47.6M +$28.8M +298,730 +154%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$46.8M +$48K +498 +0.1%
SEI Investments
107
SEI Investments
Pennsylvania
$45.9M +$20.6M +213,523 +81%
Citadel Advisors
108
Citadel Advisors
Florida
$45.4M +$22.4M +232,416 +98%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$44.8M +$1.71M +17,707 +4%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$44.5M +$498K +5,163 +1%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$43.5M +$292K +3,024 +0.7%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$43.4M +$433K +4,485 +1%
US Bancorp
113
US Bancorp
Minnesota
$42.6M -$1.62M -16,811 -4%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$41.2M +$13.4M +138,465 +48%
KACA
115
Kayne Anderson Capital Advisors
California
$41M -$33.8K -350 -0.1%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$40.3M +$11.4M +118,100 +39%
Asset Management One
117
Asset Management One
Japan
$39.4M +$1.24M +12,859 +3%
Canada Life
118
Canada Life
Manitoba, Canada
$39.1M -$2.63M -27,184 -6%
MIS
119
Morningstar Investment Services
Illinois
$39M +$1.32M +13,771 +4%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$36.3M -$4.45M -46,189 -11%
Adage Capital Partners
121
Adage Capital Partners
Massachusetts
$35.8M +$7.26M +75,300 +25%
GF
122
Gabelli Funds
New York
$35.5M – – –
WA
123
WestEnd Advisors
North Carolina
$33.3M -$29.8M -288,904 Closed
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$32.5M +$231K +2,390 +0.7%
VDI
125
Vaughan David Investments
Illinois
$32.3M +$376K +3,896 +1%
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5
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