DUK icon

Duke Energy
DUK

Overview Fund Activity

1,777 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 742 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,777
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.34%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
742
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$938M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
5
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$190M
3
ZP
3
Zimmer Partners
New York
$7.5M
4
ECM
4
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$41.6M -$3.79M -42,948 -8%
Verition Fund Management
102
Verition Fund Management
Connecticut
$41.5M +$37.7M +427,549 +989%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$41.5M -$2.72M -30,781 -6%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$40.6M -$2.15M -24,397 -5%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$39.4M -$1.33M -15,033 -3%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$38.5M -$898K -10,180 -2%
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$38.2M -$7.46M -86,997 -16%
BC
108
Brookfield Corp
Ontario, Canada
$38.1M +$38.1M +432,000 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$37.9M -$786K -8,901 -2%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.5M -$4.64M -52,531 -11%
US Bancorp
111
US Bancorp
Minnesota
$37.1M -$532K -6,029 -1%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$36.9M +$35M +396,006 +1,790%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$36.2M +$771K +8,732 +2%
MIS
114
Morningstar Investment Services
Illinois
$35.7M -$154K -1,732 -0.4%
Asset Management One
115
Asset Management One
Japan
$35.5M +$178K +2,012 +0.5%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$35.5M -$8.59M -97,278 -19%
Canada Life
117
Canada Life
Manitoba, Canada
$34.5M +$184K +2,082 +0.5%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$34.5M -$12.2M -138,319 -26%
WA
119
WestEnd Advisors
North Carolina
$32.9M +$4.48M +50,774 +16%
GF
120
Gabelli Funds
New York
$32.5M -$5.47K -62 -0%
VDI
121
Vaughan David Investments
Illinois
$32.4M +$1.73M +19,632 +6%
CIC
122
Crawford Investment Counsel
Georgia
$31.8M -$132K -1,498 -0.4%
Corient Private Wealth
123
Corient Private Wealth
Florida
$31.3M +$1.29M +14,670 +4%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$30.6M -$21.7M -245,888 -42%
FP
125
Foundry Partners
Minnesota
$30.5M +$2.16M +24,464 +8%
3 4
5
6 7