DUK icon

Duke Energy
DUK

Overview Fund Activity

1,796 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

Holders
1,796
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.33%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$735M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$154M
4
American Century Companies
4
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
3
Bank of America
North Carolina
$665M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
5
APG Asset Management
Netherlands
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$46.2M +$3.49M +38,842 +8%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$45M -$5.99M -66,734 -12%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$44.8M -$3.89M -43,324 -8%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$44.1M +$10.3M +115,035 +31%
ELC
105
Edgar Lomax Company
Virginia
$43.6M -$636K -7,090 -1%
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$43.5M +$1.84M +20,547 +4%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.9M -$2.74M -30,544 -6%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$41.4M – – –
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$40.1M -$367K -4,086 -0.9%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$39.3M -$1.04M -11,598 -3%
US Bancorp
111
US Bancorp
Minnesota
$38.2M -$1.38M -15,342 -3%
KACA
112
Kayne Anderson Capital Advisors
California
$37.6M -$560K -6,235 -1%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$36M -$19.1M -212,882 -35%
MIS
114
Morningstar Investment Services
Illinois
$36M -$133K -1,500 -0.4%
Asset Management One
115
Asset Management One
Japan
$35.9M -$717K -7,990 -2%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$35.9M -$7.69M -85,649 -18%
Canada Life
117
Canada Life
Manitoba, Canada
$35.1M -$1.42M -15,781 -4%
GF
118
Gabelli Funds
New York
$33M – – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$33M +$30.3M +338,192 +1,153%
CIC
120
Crawford Investment Counsel
Georgia
$32.5M +$8.36M +93,126 +35%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$31.6M +$20.9M +231,366 +194%
VDI
122
Vaughan David Investments
Illinois
$31.1M +$1.06M +11,820 +4%
Corient Private Wealth
123
Corient Private Wealth
Florida
$30.5M +$18.5M +206,142 +153%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$30.3M +$16.2K +180 +0.1%
Jane Street
125
Jane Street
New York
$29.8M +$17.9M +199,157 +149%
3 4
5
6 7