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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.22B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$486M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.21B
4
Citadel Advisors
4
Citadel Advisors
Florida
$196M
5
State Street
5
State Street
Massachusetts
$3.64B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$569M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$131M
4
CC
4
Carlson Capital
Texas
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$9.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.65B 61,943,594 +696,488 +1%
BlackRock
2
BlackRock
New York
$4.81B 52,746,741 +1,410,760 +3%
State Street
3
State Street
Massachusetts
$3.64B 39,854,611 +2,103,077 +6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.21B 24,280,449 +2,961,767 +14%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.22B 13,425,968 +4,059,776 +43%
Franklin Resources
6
Franklin Resources
California
$1.14B 12,469,974 +36,996 +0.3%
Invesco
7
Invesco
Georgia
$1.1B 12,036,214 -109,179 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$980M 10,766,155 +268,100 +3%
Northern Trust
9
Northern Trust
Illinois
$885M 9,704,006 -71,851 -0.7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$758M 8,311,495 +1,323,754 +19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$652M 7,145,390 +285,563 +4%
Legal & General Group
12
Legal & General Group
United Kingdom
$649M 7,114,367 +287,107 +4%
Renaissance Technologies
13
Renaissance Technologies
New York
$569M 6,240,653 -1,103,726 -15%
Federated Hermes
14
Federated Hermes
Pennsylvania
$562M 6,157,037 -127,170 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$560M 6,135,480 +233,722 +4%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$527M 5,777,266 -42,804 -0.7%
Bank of America
17
Bank of America
North Carolina
$498M 5,458,430 +282,054 +5%
Capital Research Global Investors
18
Capital Research Global Investors
California
$486M 5,332,225 +3,325,943 +166%
Goldman Sachs
19
Goldman Sachs
New York
$447M 4,905,033 +649,404 +15%
Wells Fargo
20
Wells Fargo
California
$368M 4,040,041 +320,457 +9%
Capital World Investors
21
Capital World Investors
California
$365M 3,999,999 – –
Deutsche Bank
22
Deutsche Bank
Germany
$345M 3,786,758 -228,742 -6%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$343M 3,760,577 -274,660 -7%
Morgan Stanley
24
Morgan Stanley
New York
$320M 3,507,107 +79,119 +2%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$319M 3,494,810 -312,133 -8%
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