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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 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% 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
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.03B
2
CWP
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$35.3M -$5.46M -54,421 -13%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.3M -$1.58M -15,791 -4%
Two Sigma Investments
128
Two Sigma Investments
New York
$34.8M -$61.4M -613,000 -64%
Corient Private Wealth
129
Corient Private Wealth
Florida
$34.3M +$1.48M +14,757 +5%
EIP
130
Energy Income Partners
Connecticut
$34.1M +$5.58M +55,657 +20%
M&T Bank
131
M&T Bank
New York
$34.1M +$2.77M +27,588 +9%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$33.7M -$866K -8,643 -3%
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$33.6M -$2.04M -20,314 -6%
GF
134
Gabelli Funds
New York
$33.3M -$1.29M -12,900 -4%
MAM
135
Magellan Asset Management
Australia
$32.9M -$115K -1,148 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.6M +$5.77M +57,538 +22%
Hudson Bay Capital Management
137
Hudson Bay Capital Management
Connecticut
$32.5M +$32.5M +323,992 New
TD Asset Management
138
TD Asset Management
Ontario, Canada
$32.4M -$23.1K -230 -0.1%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$32.3M +$8.93M +89,141 +38%
RAM
140
Resona Asset Management
Japan
$32M -$1.36M -13,580 -4%
PCM
141
Penserra Capital Management
California
$32M -$32.6M -324,785 -50%
HWA
142
Heritage Wealth Advisors
Virginia
$31.4M +$30.9M +308,654 +6,678%
FP
143
Foundry Partners
Minnesota
$30.9M +$568K +5,663 +2%
MSV
144
MN Services Vermogensbeheer
Netherlands
$30.6M -$682K -6,800 -2%
Comerica Bank
145
Comerica Bank
Texas
$30.5M +$1.92M +19,160 +7%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$30.3M -$1.48M -14,730 -5%
CCMG
147
Clark Capital Management Group
Pennsylvania
$30M +$380K +3,793 +1%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$29.4M +$903K +9,011 +3%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$29.2M -$868K -8,660 -3%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$29.1M -$15.6M -155,552 -35%
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