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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$898M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.87B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.04B
4
BlackRock
4
BlackRock
New York
$4.92B
5
Victory Capital Management
5
Victory Capital Management
Texas
$104M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$634K
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$189M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.28M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$192M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$54.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.87B 61,247,106 +1,332,928 +2%
BlackRock
2
BlackRock
New York
$4.92B 51,335,981 +902,478 +2%
State Street
3
State Street
Massachusetts
$3.62B 37,751,534 +398,849 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.04B 21,318,682 +990,017 +5%
Franklin Resources
5
Franklin Resources
California
$1.19B 12,432,978 +212,257 +2%
Invesco
6
Invesco
Georgia
$1.16B 12,145,393 +433,679 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.01B 10,498,055 +153,633 +1%
Northern Trust
8
Northern Trust
Illinois
$937M 9,775,857 -77,128 -0.8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$898M 9,366,192 +3,357,939 +56%
Renaissance Technologies
10
Renaissance Technologies
New York
$704M 7,344,379 -1,074,950 -13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$670M 6,987,741 -163,913 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$658M 6,859,827 -2,935 -0%
Legal & General Group
13
Legal & General Group
United Kingdom
$654M 6,827,260 +18,303 +0.3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$602M 6,284,207 +8,104 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$566M 5,901,758 +506,800 +9%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$558M 5,820,070 +552,223 +10%
Bank of America
17
Bank of America
North Carolina
$496M 5,176,376 -518,417 -9%
Goldman Sachs
18
Goldman Sachs
New York
$408M 4,255,629 +171,944 +4%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$387M 4,035,237 +569,441 +16%
Deutsche Bank
20
Deutsche Bank
Germany
$385M 4,015,500 +213,347 +6%
Capital World Investors
21
Capital World Investors
California
$383M 3,999,999 – –
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$365M 3,806,943 – –
Wells Fargo
23
Wells Fargo
California
$357M 3,719,584 -116,837 -3%
Morgan Stanley
24
Morgan Stanley
New York
$329M 3,427,988 +401,255 +13%
Charles Schwab
25
Charles Schwab
California
$317M 3,309,915 +15,956 +0.5%
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