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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 83 closing their positions.

Holders
1,957
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
83
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$261M
2
BlackRock
2
BlackRock
New York
$5.86B
3
Cohen & Steers
3
Cohen & Steers
New York
$258M
4
Amundi
4
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.03B
2
CWP
2
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$47M +$36.6M +364,749 +351%
EIP
102
Epoch Investment Partners
New York
$46.9M -$1.76M -17,596 -4%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$46.9M +$46.9M +467,545 New
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$46.7M +$3.13M +31,211 +7%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$45.6M +$7.5M +74,860 +20%
WHRC
106
W.H. Reaves & Co
New Jersey
$43.8M -$15.1M -150,505 -26%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$43.6M -$2.17M -21,621 -5%
PI
108
PineBridge Investments
New York
$42.9M -$258K -2,579 -0.6%
Canada Life
109
Canada Life
Manitoba, Canada
$42.6M +$3.57M +35,593 +9%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$42.5M -$595K -5,934 -1%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$42.2M -$240K -2,391 -0.6%
CIMLRA
112
CBRE Investment Management Listed Real Assets
Pennsylvania
$41.5M +$4.3M +42,867 +12%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$41.1M +$32.1M +319,935 +354%
VDI
114
Vaughan David Investments
Illinois
$40.7M +$692K +6,909 +2%
US Bancorp
115
US Bancorp
Minnesota
$40.7M -$318K -3,169 -0.8%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$40.4M +$13.1M +130,272 +48%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$39.7M +$372K +3,716 +0.9%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$39.2M +$478K +4,770 +1%
WA
119
WestEnd Advisors
North Carolina
$39.1M +$1.61M +16,036 +4%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$37.3M -$7.1M -70,823 -16%
DPIM
121
Duff & Phelps Investment Management
Illinois
$36.8M +$11.5M +115,187 +46%
Asset Management One
122
Asset Management One
Japan
$36.2M -$612K -6,105 -2%
MIS
123
Morningstar Investment Services
Illinois
$36.2M -$611K -6,070 -2%
ACM
124
Advisors Capital Management
New Jersey
$36.2M +$1.99M +19,807 +6%
CIC
125
Crawford Investment Counsel
Georgia
$35.8M -$1.02M -10,185 -3%
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5
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