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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 %
LOIM
151
Liberty One Investment Management
Illinois
$27.9M +$1.02M +10,173 +4%
Creative Planning
152
Creative Planning
Kansas
$27.9M +$2.49M +24,888 +10%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$27.9M +$234K +2,321 +0.8%
MML Investors Services
154
MML Investors Services
Massachusetts
$26.5M -$2.49M -24,804 -9%
Nomura Asset Management
155
Nomura Asset Management
Japan
$25.9M -$595K -5,938 -2%
Cerity Partners
156
Cerity Partners
New York
$25.8M -$1.21M -12,112 -4%
II
157
IFM Investors
Australia
$25.8M -$81.8K -816 -0.3%
GC
158
Guggenheim Capital
Illinois
$25.5M +$4.47M +44,595 +21%
CB
159
Commerce Bank
Missouri
$25.5M -$311K -3,107 -1%
BG
160
Bollard Group
Massachusetts
$25.1M +$926K +9,235 +4%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$24.8M +$4.45M +44,774 +22%
FMLI
162
Fukoku Mutual Life Insurance
Japan
$24.7M +$244K +2,430 +1%
SO
163
STRS Ohio
Ohio
$24.6M -$368K -3,670 -1%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$24.4M -$3.15M -31,422 -11%
PRIG
165
Payden & Rygel Investment Group
California
$24M +$7.13M +71,100 +42%
PR
166
Payden & Rygel
California
$24M +$7.13M +71,100 +42%
FRAF
167
Första AP-fonden
Sweden
$23.3M +$772K +7,700 +3%
ST
168
Sabal Trust
Florida
$23.1M -$62.1K -620 -0.3%
Squarepoint
169
Squarepoint
New York
$23.1M -$10.4M -103,737 -31%
DC
170
Davenport & Co
Virginia
$22.9M +$398K +3,969 +2%
SI
171
Stephens Inc
Arkansas
$22.9M +$798K +7,960 +4%
DRZID
172
DePrince Race & Zollo Inc (DRZ)
Florida
$22.8M -$285K -2,844 -1%
ASRS
173
Arizona State Retirement System
Arizona
$22.4M +$249K +2,482 +1%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$22.3M -$745K -7,430 -3%
UIM
175
USS Investment Management
United Kingdom
$22.2M +$305K +3,045 +1%
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