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Duke Energy
DUK

Overview Fund Activity

1,519 hedge funds and large institutions have $37.6B invested in Duke Energy in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 601 increasing their positions, 579 reducing their positions, and 95 closing their positions.

Holders
1,519
Holders Change
+16
Holders Change %
+1.06%
% of All Funds
31.23%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.39%
New
123
Increased
601
Reduced
579
Closed
95
Calls
$254M
Puts
$275M
Net Calls
-$21.7M
Net Calls Change
-$145M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.25B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.03B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$38M
4
Morgan Stanley
4
Morgan Stanley
New York
$317M
5
N
5
Natixis
France
$26.9M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$222M
2
Citadel Advisors
2
Citadel Advisors
Florida
$132M
3
Deutsche Bank
3
Deutsche Bank
Germany
$159M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$105M
5
Invesco
5
Invesco
Georgia
$888M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.06B 63,331,530 -442,288 -0.7%
BlackRock
2
BlackRock
New York
$4.18B 52,278,606 -361,206 -0.7%
State Street
3
State Street
Massachusetts
$3.18B 39,811,721 -767,590 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.25B 28,152,095 +12,739,022 +83%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.03B 25,358,988 +674,836 +3%
Franklin Resources
6
Franklin Resources
California
$931M 11,067,062 -156,829 -1%
Invesco
7
Invesco
Georgia
$888M 11,120,488 -1,046,514 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$879M 10,998,060 +152,125 +1%
Northern Trust
9
Northern Trust
Illinois
$740M 9,265,079 -156,193 -2%
Legal & General Group
10
Legal & General Group
United Kingdom
$588M 7,362,058 +119,574 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$573M 7,172,796 +8,741 +0.1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$531M 6,649,380 -257,864 -4%
Capital Research Global Investors
13
Capital Research Global Investors
California
$530M 6,630,243 -189,452 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$522M 6,539,253 +135,788 +2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$481M 6,017,090 +325,275 +6%
Bank of America
16
Bank of America
North Carolina
$409M 5,119,563 -183,090 -3%
Federated Hermes
17
Federated Hermes
Pennsylvania
$405M 5,068,165 +75,796 +2%
Morgan Stanley
18
Morgan Stanley
New York
$317M 3,965,110 +343,638 +9%
Wells Fargo
19
Wells Fargo
California
$312M 3,906,664 +101,784 +3%
Swiss National Bank
20
Swiss National Bank
Switzerland
$293M 3,673,725 +12,100 +0.3%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$279M 3,494,810 – –
Goldman Sachs
22
Goldman Sachs
New York
$276M 3,457,746 -590,994 -15%
Charles Schwab
23
Charles Schwab
California
$273M 3,411,431 -14,646 -0.4%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$272M 3,400,541 +1,421 +0%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$267M 3,337,453 -54,036 -2%
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