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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$1.6B
2
ECM
2
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
3
Cohen & Steers
New York
$130M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$764M
3
State Street
3
State Street
Massachusetts
$3.72B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
Korea Investment Corp
101
Korea Investment Corp
South Korea
$45.8M -$4.79M -49,498 -9%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$44.2M +$28.8M +298,117 +188%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$43.2M – – –
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$42.8M -$1.25M -12,939 -3%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$42.1M +$1.3M +13,406 +3%
PI
106
PineBridge Investments
New York
$41.7M +$16.1M +166,907 +63%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$41.6M -$330K -3,408 -0.8%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$41M +$1.06M +10,984 +3%
Renaissance Technologies
109
Renaissance Technologies
New York
$39.6M +$38.9M +402,500 +6,053%
US Bancorp
110
US Bancorp
Minnesota
$39.5M -$1.05M -10,877 -3%
Osaic Holdings
111
Osaic Holdings
Arizona
$39.3M -$27.5M -283,891 -41%
AQR Capital Management
112
AQR Capital Management
Connecticut
$39.3M -$28.2M -292,298 -42%
VDI
113
Vaughan David Investments
Illinois
$38.6M +$745K +7,707 +2%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$37.9M -$19.9M -205,386 -34%
Canada Life
115
Canada Life
Manitoba, Canada
$37.6M -$123K -1,271 -0.3%
Royal London Asset Management
116
Royal London Asset Management
United Kingdom
$37.4M +$22.8M +235,917 +157%
BGIM
117
Brandywine Global Investment Management
Pennsylvania
$36.8M -$319K -3,303 -0.9%
BC
118
Brookfield Corp
Ontario, Canada
$36.3M +$36.3M +375,121 New
WA
119
WestEnd Advisors
North Carolina
$36.2M +$2.53M +26,185 +8%
Verition Fund Management
120
Verition Fund Management
Connecticut
$36M +$16.9M +174,467 +88%
CIMLRA
121
CBRE Investment Management Listed Real Assets
Pennsylvania
$35.9M -$5.87M -60,707 -14%
Asset Management One
122
Asset Management One
Japan
$35.6M -$2.28M -23,595 -6%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5M -$4.1M -42,407 -10%
CIC
124
Crawford Investment Counsel
Georgia
$35.5M -$220K -2,278 -0.6%
MIS
125
Morningstar Investment Services
Illinois
$35.1M -$40.7M -424,021 -54%
3 4
5
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