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Duke Energy
DUK

Overview Fund Activity

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M

Top Buyers

1
BlackRock
BlackRock
New York
$5.11B
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.56B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$892M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$268M
5
State Street
State Street
Massachusetts
$4.2B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$244M
2
Franklin Resources
Franklin Resources
California
$664M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.17B
4
Cohen & Steers
Cohen & Steers
New York
$143M
5
APG Asset Management
APG Asset Management
Netherlands
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$12.8M +$93K +1,000 +0.7%
GC
202
Gratus Capital
Georgia
$12.8M +$1.36M +14,606 +12%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.8M +$5.91M +63,579 +86%
BMO
204
Beck Mack & Oliver
New York
$12.8M -$86.9K -934 -0.7%
NYLIM
205
New York Life Investment Management
New York
$12.8M -$76.3K -820 -0.6%
EIP
206
Energy Income Partners
Connecticut
$12.7M +$7.62M +81,913 +149%
YCM
207
Yousif Capital Management
Michigan
$12.7M -$51.3K -551 -0.4%
Citadel Advisors
208
Citadel Advisors
Florida
$12.6M +$2.74M +29,452 +28%
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
$12.6M +$138K +1,486 +1%
JCM
210
Janney Capital Management
Pennsylvania
$12.6M +$230K +2,478 +2%
PHK
211
Point72 Hong Kong
Hong Kong
$12.4M +$12.4M +133,099 +18,960%
WIC
212
Woodmont Investment Counsel
Tennessee
$12.4M +$409K +4,400 +3%
AWM
213
AE Wealth Management
Kansas
$12.4M +$543K +5,833 +5%
USCWA
214
U.S. Capital Wealth Advisors
Texas
$12.4M +$1.59M +17,086 +15%
HAI
215
Hennessy Advisors Inc
California
$12.3M -$223K -2,400 -2%
BA
216
Bridgewater Associates
Connecticut
$12M -$19.8M -213,277 -62%
LMIM
217
Lockheed Martin Investment Management
Maryland
$12M -$3.15M -33,900 -21%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$12M +$448K +4,821 +4%
SOADOR
219
State of Alaska Department of Revenue
Alaska
$11.9M -$580K -6,240 -5%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$11.9M – – –
William Blair & Company
221
William Blair & Company
Illinois
$11.8M +$1.36M +14,633 +13%
SIM
222
Sadoff Investment Management
Wisconsin
$11.6M -$223K -2,402 -2%
CC
223
Cornerstone Capital
California
$11.5M -$65.1K -700 -0.6%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$93K +1,000 +0.8%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$11.5M +$1.46M +15,749 +15%
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