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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
Capital World Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
4
State Street
State Street
Massachusetts
$4.11B
5
Barclays
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
176
Verition Fund Management
Connecticut
$17.8M +$17.4M +180,491 +4,144%
DPIM
177
Duff & Phelps Investment Management
Illinois
$17.6M +$1.64M +17,000 +10%
CDH
178
Charles D. Hyman
$17.1M -$24.3K -252 -0.1%
II
179
IFM Investors
Australia
$16.9M +$277K +2,873 +2%
DILIC
180
Dai-ichi Life Insurance Company
Japan
$16.8M -$1.45M -15,033 -8%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.5M +$1.25M +12,939 +8%
OAM
182
Oppenheimer Asset Management
New York
$16.4M +$731K +7,575 +5%
DC
183
Davenport & Co
Virginia
$16.4M +$348K +3,606 +2%
GC
184
Guggenheim Capital
Illinois
$16.3M -$2.12M -21,964 -11%
Marshall Wace
185
Marshall Wace
United Kingdom
$15.9M +$15.5M +160,611 +3,422%
FCI
186
Financial Counselors Inc
Kansas
$15.9M -$202K -2,091 -1%
TRSOTSOK
187
Teachers Retirement System of the State of Kentucky
Kentucky
$15.9M – – –
TAM
188
Tocqueville Asset Management
New York
$15.8M +$312K +3,234 +2%
TPSF
189
Texas Permanent School Fund
Texas
$15.5M +$4.93M +51,121 +47%
Squarepoint
190
Squarepoint
New York
$15.4M +$14.8M +153,566 +2,670%
Assenagon Asset Management
191
Assenagon Asset Management
Luxembourg
$15.3M +$11.9M +123,482 +349%
AWM
192
AE Wealth Management
Kansas
$15.2M +$760K +7,879 +5%
CAMG
193
CWA Asset Management Group
Florida
$15.1M +$599K +6,211 +4%
CF
194
Cantor Fitzgerald
New York
$14.7M +$839K +8,697 +6%
CIC
195
Canal Insurance Company
South Carolina
$14.5M – – –
CTA
196
Colonial Trust Advisors
South Carolina
$14.2M -$14.7K -152 -0.1%
GC
197
Gratus Capital
Georgia
$13.8M -$186K -1,927 -1%
JCM
198
Janney Capital Management
Pennsylvania
$13.8M +$238K +2,462 +2%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$764K +7,915 +6%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$13.7M -$3.98M -41,578 -22%
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