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Duke Energy
DUK

Overview Fund Activity

1,808 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-20
Holders Change %
-1.09%
% of All Funds
28.94%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
138
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$443M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$605M
3
GLA
3
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
5
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
2
Capital World Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
State Street
4
State Street
Massachusetts
$4.11B
5
Barclays
5
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
151
Sabal Trust
Florida
$22.3M +$530K +5,498 +2%
Creative Planning
152
Creative Planning
Kansas
$22.2M +$33.7K +349 +0.2%
LOIM
153
Liberty One Investment Management
Illinois
$22.1M +$1.67M +17,269 +8%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$22.1M -$2.35M -24,382 -10%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$22M -$1.84M -19,107 -8%
BF
156
BOK Financial
Oklahoma
$21.4M -$2.2M -22,852 -9%
PR
157
Payden & Rygel
California
$21M – – –
VI
158
Vestcor Inc
New Brunswick, Canada
$20.7M +$5.28M +54,756 +34%
CAN
159
Cetera Advisor Networks
California
$20.7M +$1.31M +13,592 +7%
MML Investors Services
160
MML Investors Services
Massachusetts
$20.5M -$839K -8,692 -4%
SOMRS
161
State of Michigan Retirement System
Michigan
$20.4M +$212K +2,200 +1%
UIM
162
USS Investment Management
United Kingdom
$20.4M +$112K +1,159 +0.6%
ASRS
163
Arizona State Retirement System
Arizona
$20.3M +$44.9K +465 +0.2%
AIA
164
Avalon Investment & Advisory
Texas
$20.3M -$349K -3,616 -2%
AB
165
Amalgamated Bank
New York
$19.5M +$191K +1,983 +1%
AIG
166
American International Group
New York
$19.4M +$71K +736 +0.4%
Cerity Partners
167
Cerity Partners
New York
$19.4M +$62K +642 +0.3%
MIM
168
MetLife Investment Management
New Jersey
$19.2M -$231K -2,397 -1%
HNB
169
Huntington National Bank
Ohio
$19.1M +$439K +4,552 +2%
Calamos Advisors
170
Calamos Advisors
Illinois
$18.9M -$2.32M -24,020 -11%
Aberdeen Group
171
Aberdeen Group
United Kingdom
$18.7M -$7.24K -75 -0%
DRZID
172
DePrince Race & Zollo Inc (DRZ)
Florida
$18.5M -$333K -3,454 -2%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$18.2M -$3.1M -32,164 -15%
GGI
174
Godsey & Gibb Inc
Virginia
$18.1M +$166K +1,718 +0.9%
TNB
175
Thomasville National Bank
Georgia
$17.8M +$342K +3,550 +2%
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