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Duke Energy
DUK

Overview Fund Activity

1,895 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 789 reducing their positions, and 98 closing their positions.

Holders
1,895
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
789
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
3
Macquarie Group
Australia
$422M
4
Barclays
4
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCM
3
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ELC
101
Edgar Lomax Company
Virginia
$45.5M 468,826 -8,565 -2%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$45.2M 466,021 -7,481 -2%
Pictet Asset Management
103
Pictet Asset Management
Switzerland
$44.2M 455,421 -76,754 -14%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$43.3M 446,186 – –
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$42.3M 436,113 -330,200 -43%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$42.1M 433,820 -2,781 -0.6%
CIMLRA
107
CBRE Investment Management Listed Real Assets
Pennsylvania
$41.9M 431,508 +431,508 New
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$40.9M 421,751 +3,627 +0.9%
US Bancorp
109
US Bancorp
Minnesota
$40.7M 419,812 -276 -0.1%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$40.1M 412,761 +2,709 +0.7%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.8M 409,987 -15,403 -4%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$38.1M 392,546 -67,940 -15%
VDI
113
Vaughan David Investments
Illinois
$38M 391,725 +25,196 +7%
Asset Management One
114
Asset Management One
Japan
$37.9M 391,257 -11,288 -3%
Canada Life
115
Canada Life
Manitoba, Canada
$37.7M 389,957 -1,270 -0.3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$37.4M 385,092 -6,180 -2%
BGIM
117
Brandywine Global Investment Management
Pennsylvania
$37.2M 383,548 -18,605 -5%
CIC
118
Crawford Investment Counsel
Georgia
$35.8M 369,191 +8,758 +2%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$34.5M 351,469 +19,613 +6%
GF
120
Gabelli Funds
New York
$34.4M 354,600 -13,238 -4%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$34.1M 351,668 +75,386 +27%
WA
122
WestEnd Advisors
North Carolina
$33.7M 347,623 -24,907 -7%
Corient Private Wealth
123
Corient Private Wealth
Florida
$33.4M 344,152 -10,972 -3%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$33.2M 342,235 +3,350 +1%
MAM
125
Magellan Asset Management
Australia
$32.5M 335,217 +5,569 +2%
3 4
5
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