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Duke Energy
DUK

Overview Fund Activity

1,778 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, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
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
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

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

Top Sellers

1
State Street
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$190M
3
ZP
Zimmer Partners
New York
$7.5M
4
ECM
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$29.9M +$152K +1,720 +0.5%
MAM
127
Magellan Asset Management
Australia
$29.1M -$117K -1,321 -0.4%
CB
128
Commerce Bank
Missouri
$29M -$171K -1,934 -0.6%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$28.5M -$1.6M -18,671 -5%
UB
130
UMB Bank
Missouri
$28.2M -$1.02M -11,591 -4%
M&T Bank
131
M&T Bank
New York
$28M +$558K +6,319 +2%
CFC
132
Cincinnati Financial Corp
Ohio
$27.4M – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$27.3M +$288K +3,263 +1%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$27.3M +$2.79M +31,642 +11%
ACM
135
Advisors Capital Management
New Jersey
$27.1M +$976K +11,063 +4%
Nordea Investment Management
136
Nordea Investment Management
Sweden
$27M +$20.9M +235,866 +341%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$26.1M +$405K +4,590 +2%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$25.9M -$24.7M -279,905 -49%
CCMG
139
Clark Capital Management Group
Pennsylvania
$25.9M +$384K +4,353 +2%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$25.7M -$964K -10,923 -4%
MFA
141
Mayflower Financial Advisors
Massachusetts
$25.3M +$18.4K +208 +0.1%
Comerica Bank
142
Comerica Bank
Texas
$25.2M +$25.1M +284,192 +25,150%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$24.4M +$13.8M +155,818 +129%
Cohen & Steers
144
Cohen & Steers
New York
$24M -$51.7M -586,149 -68%
GCM
145
Graham Capital Management
Connecticut
$23.7M +$22.7M +257,676 +2,258%
Assenagon Asset Management
146
Assenagon Asset Management
Luxembourg
$23.6M +$7.88M +89,259 +50%
Creative Planning
147
Creative Planning
Kansas
$22.9M +$2.72M +30,763 +13%
Nomura Asset Management
148
Nomura Asset Management
Japan
$22.9M -$435K -4,930 -2%
II
149
IFM Investors
Australia
$22.8M +$1.24M +14,004 +6%
LOIM
150
Liberty One Investment Management
Illinois
$22.5M +$1.09M +12,379 +5%
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