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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$1.6B
2
ECM
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
Cohen & Steers
New York
$130M
4
Marshall Wace
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$764M
3
State Street
State Street
Massachusetts
$3.72B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$21.1M -$15M -146,199 -42%
GAM
177
Gotham Asset Management
New York
$20.5M +$18.7M +193,834 +1,076%
SOMRS
178
State of Michigan Retirement System
Michigan
$20.4M +$19.3K +200 +0.1%
TNB
179
Thomasville National Bank
Georgia
$20.4M +$934K +9,657 +5%
GC
180
Guggenheim Capital
Illinois
$20.3M +$74.9K +774 +0.4%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$19.9M +$2.65M +27,693 +15%
BC
182
Bruce & Co
Illinois
$19.7M – – –
DADC
183
D.A. Davidson & Co
Montana
$19.6M +$2.43M +25,133 +14%
UB
184
UMB Bank
Missouri
$19.5M -$3.91M -40,380 -17%
BF
185
BOK Financial
Oklahoma
$19.4M +$850K +8,848 +5%
GGI
186
Godsey & Gibb Inc
Virginia
$19.2M +$605K +6,254 +3%
SFM
187
Stack Financial Management
Montana
$19.2M -$133K -1,374 -0.7%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$19.1M +$5.36M +55,397 +39%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$19M -$11.1M -115,175 -37%
AIG
190
American International Group
New York
$18.9M -$46.6K -482 -0.2%
VanEck Associates
191
VanEck Associates
New York
$18.8M +$530K +5,478 +3%
HNB
192
Huntington National Bank
Ohio
$18.6M -$312K -3,223 -2%
Calamos Advisors
193
Calamos Advisors
Illinois
$18.1M -$456K -4,720 -2%
MIM
194
MetLife Investment Management
New Jersey
$17.5M -$636K -6,575 -4%
DILIC
195
Dai-ichi Life Insurance Company
Japan
$17.4M -$1.12M -11,613 -6%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$17.3M +$23.7K +245 +0.1%
CDH
197
Charles D. Hyman
$16.7M -$45.4K -469 -0.3%
NAM
198
NorthCrest Asset Manangement
Minnesota
$16.6M +$90.6K +937 +0.5%
Retirement Systems of Alabama
199
Retirement Systems of Alabama
Alabama
$16.5M +$30.5K +315 +0.2%
PR
200
Payden & Rygel
California
$16.3M +$3.18M +32,900 +24%
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