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Duke Energy
DUK

Overview Fund Activity

1,797 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.34%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$735M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
Two Sigma Investments
New York
$154M
4
American Century Companies
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
BlackRock
New York
$5.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
Bank of America
North Carolina
$665M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
APG Asset Management
Netherlands
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
151
IFM Investors
Australia
$21.9M +$6.21M +69,239 +40%
FMLI
152
Fukoku Mutual Life Insurance
Japan
$21.8M -$161K -1,791 -0.7%
LOIM
153
Liberty One Investment Management
Illinois
$21.7M +$1.22M +13,576 +6%
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$21.7M -$1.08K -12 -0%
SO
155
STRS Ohio
Ohio
$21.4M -$1.02M -11,336 -5%
SF
156
Synovus Financial
Georgia
$21.2M +$212K +2,358 +1%
ST
157
Sabal Trust
Florida
$21.1M +$386K +4,300 +2%
EIP
158
Energy Income Partners
Connecticut
$20.8M +$9.44M +105,177 +83%
Creative Planning
159
Creative Planning
Kansas
$20.5M -$94.5K -1,053 -0.5%
Cerity Partners
160
Cerity Partners
New York
$20M +$2.01M +22,356 +11%
ASRS
161
Arizona State Retirement System
Arizona
$19.8M +$900K +10,026 +5%
BF
162
BOK Financial
Oklahoma
$19.6M -$289K -3,219 -1%
CAN
163
Cetera Advisor Networks
California
$19.5M +$263K +2,936 +1%
DPIM
164
Duff & Phelps Investment Management
Illinois
$19.4M +$2.99M +33,300 +18%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$19.3M +$2.34M +26,041 +14%
SOMRS
166
State of Michigan Retirement System
Michigan
$19M +$44.9K +500 +0.2%
VI
167
Vestcor Inc
New Brunswick, Canada
$19M -$261K -2,911 -1%
UIM
168
USS Investment Management
United Kingdom
$18.9M – – –
Squarepoint
169
Squarepoint
New York
$18.7M +$4.43M +49,373 +31%
VanEck Associates
170
VanEck Associates
New York
$18.7M -$4.93M -54,943 -21%
HNB
171
Huntington National Bank
Ohio
$18.6M +$836K +9,321 +5%
Adage Capital Partners
172
Adage Capital Partners
Massachusetts
$18.4M -$14.9M -165,700 -45%
AIG
173
American International Group
New York
$18.1M +$49.4K +551 +0.3%
DC
174
Davenport & Co
Virginia
$18.1M +$2.85M +31,777 +19%
AB
175
Amalgamated Bank
New York
$17.6M -$558K -6,221 -3%
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