DUK icon

Duke Energy
DUK

Overview Fund Activity

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.11B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.56B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$892M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
State Street
5
State Street
Massachusetts
$4.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$244M
2
Franklin Resources
2
Franklin Resources
California
$664M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.17B
4
Cohen & Steers
4
Cohen & Steers
New York
$143M
5
APG Asset Management
5
APG Asset Management
Netherlands
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$33.4M -$2.22M -23,846 -6%
CB
127
Commerce Bank
Missouri
$32.9M +$750K +8,064 +2%
Nomura Asset Management
128
Nomura Asset Management
Japan
$31.8M -$937K -10,072 -3%
UB
129
UMB Bank
Missouri
$31.5M -$32.6K -350 -0.1%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$31.3M +$289K +3,102 +0.9%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$30.7M +$125K +1,340 +0.4%
VDI
132
Vaughan David Investments
Illinois
$30.4M +$346K +3,720 +1%
WA
133
WestEnd Advisors
North Carolina
$29.3M +$29.3M +315,411 +3,942,638%
CFC
134
Cincinnati Financial Corp
Ohio
$28.8M – – –
Point72 Asset Management
135
Point72 Asset Management
Connecticut
$28.6M +$16.4M +175,792 +134%
PR
136
Payden & Rygel
California
$28.5M +$9.42M +101,300 +49%
M&T Bank
137
M&T Bank
New York
$27.3M +$1.21M +13,031 +5%
MFA
138
Mayflower Financial Advisors
Massachusetts
$26.6M +$2.42K +26 +0%
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$26.4M +$477K +5,126 +2%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$25.5M -$874K -9,397 -3%
BG
141
Bollard Group
Massachusetts
$25.1M +$56.3K +605 +0.2%
MAM
142
Magellan Asset Management
Australia
$24.6M -$357K -3,836 -1%
SO
143
STRS Ohio
Ohio
$24.5M +$141K +1,519 +0.6%
BC
144
Bruce & Co
Illinois
$24.3M -$2.33M -25,000 -9%
CCMG
145
Clark Capital Management Group
Pennsylvania
$24.2M +$878K +9,436 +4%
Calamos Advisors
146
Calamos Advisors
Illinois
$24M – – –
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$23.8M +$48K +516 +0.2%
CIBC Asset Management
148
CIBC Asset Management
Ontario, Canada
$23.1M +$2.96M +31,791 +15%
BF
149
BOK Financial
Oklahoma
$22.6M +$1M +10,798 +5%
MAM
150
Martingale Asset Management
Massachusetts
$22.6M -$1.62M -17,373 -7%
4 5
6
7 8