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Duke Energy
DUK

Overview Fund Activity

1,778 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$938M
2
BlackRock
BlackRock
New York
$5.17B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$190M
3
ZP
Zimmer Partners
New York
$7.5M
4
ECM
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
201
Texas Permanent School Fund
Texas
$14.1M -$208K -2,352 -1%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$14M -$4.88M -55,335 -26%
FRAF
203
Första AP-fonden
Sweden
$14M -$247K -2,800 -2%
CAMG
204
CWA Asset Management Group
Florida
$13.8M -$522K -5,919 -4%
DADC
205
D.A. Davidson & Co
Montana
$13.8M +$2.57M +29,173 +23%
GCM
206
Greenland Capital Management
New York
$13.7M +$7.81M +88,467 +132%
WIC
207
Woodmont Investment Counsel
Tennessee
$13.6M +$373K +4,226 +3%
KHCM
208
Kettle Hill Capital Management
New York
$13.6M +$9.34M +105,834 +218%
BCI
209
Brinker Capital Investments
Pennsylvania
$13.6M +$1.34M +15,239 +11%
OPS
210
Orion Portfolio Solutions
Nebraska
$13.6M +$1.34M +15,239 +11%
BCM
211
Brookstone Capital Management
Illinois
$13.4M +$2.15M +24,464 +19%
CIC
212
Canal Insurance Company
South Carolina
$13.3M – – –
JCM
213
Janney Capital Management
Pennsylvania
$13.1M +$204K +2,314 +2%
GC
214
Gratus Capital
Georgia
$13M +$12.6K +143 +0.1%
SI
215
Stephens Inc
Arkansas
$12.9M +$122K +1,387 +1%
CTA
216
Colonial Trust Advisors
South Carolina
$12.6M -$84K -952 -0.7%
SDIC
217
South Dakota Investment Council
South Dakota
$12.5M +$1.4M +15,889 +13%
CF
218
Cantor Fitzgerald
New York
$12.5M -$1.06M -12,038 -8%
AWM
219
AE Wealth Management
Kansas
$12.1M -$456K -5,161 -4%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$12.1M +$386K +4,373 +3%
PR
221
Payden & Rygel
California
$12M -$3.57M -40,400 -23%
PRIG
222
Payden & Rygel Investment Group
California
$12M +$12M +135,890 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$12M -$374K -4,238 -3%
CNB
224
Czech National Bank
Czech Republic
$11.9M +$3.84M +43,475 +48%
Squarepoint
225
Squarepoint
New York
$11.8M -$6.6M -74,733 -36%
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