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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$764M
3
State Street
State Street
Massachusetts
$3.72B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$34.4M -$3.57M -36,935 -9%
GF
127
Gabelli Funds
New York
$33.4M -$880K -9,100 -3%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$33.3M +$227K +2,350 +0.7%
ACM
129
Advisors Capital Management
New Jersey
$33M +$2.73M +28,189 +9%
Squarepoint
130
Squarepoint
New York
$32.3M +$30.3M +313,333 +1,500%
RAM
131
Resona Asset Management
Japan
$32.2M +$32.2M +332,446 New
MAM
132
Magellan Asset Management
Australia
$31.9M -$519K -5,364 -2%
Corient Private Wealth
133
Corient Private Wealth
Florida
$31.7M -$1.58M -16,324 -5%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$31.3M +$94.8K +980 +0.3%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$30.8M +$109K +1,123 +0.4%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$30.6M -$3.38M -34,908 -10%
M&T Bank
137
M&T Bank
New York
$30.3M -$153K -1,587 -0.5%
MSV
138
MN Services Vermogensbeheer
Netherlands
$30.1M +$30.1M +311,600 New
FP
139
Foundry Partners
Minnesota
$29.2M +$2.92M +30,169 +11%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$29.1M +$132K +1,360 +0.5%
N
141
Natixis
France
$28.7M +$28.7M +296,274 New
CCMG
142
Clark Capital Management Group
Pennsylvania
$28.6M +$1.02M +10,535 +4%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$28.4M +$28.3M +292,727 +21,014%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$28.1M +$4.01M +42,181 +17%
MML Investors Services
145
MML Investors Services
Massachusetts
$27.9M -$148K -1,532 -0.5%
EIP
146
Energy Income Partners
Connecticut
$27.6M +$6.27M +64,848 +29%
Comerica Bank
147
Comerica Bank
Texas
$27.6M -$1.06M -10,974 -4%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$27.5M -$1.95M -20,142 -7%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$26.5M +$7.44M +76,952 +39%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$26.4M +$22.5M +234,292 +576%
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