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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.8%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$293M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
5
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.77M
2
Invesco
2
Invesco
Georgia
$814M
3
State Street
3
State Street
Massachusetts
$3.4B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B 62,454,490 -877,040 -1%
BlackRock
2
BlackRock
New York
$4.57B 51,582,613 -695,993 -1%
State Street
3
State Street
Massachusetts
$3.4B 38,397,831 -1,413,890 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.61B 29,452,138 +1,300,043 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.28B 25,714,222 +355,234 +1%
Franklin Resources
6
Franklin Resources
California
$1.5B 16,967,263 +5,900,201 +53%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$981M 11,082,209 +84,149 +0.8%
Northern Trust
8
Northern Trust
Illinois
$816M 9,212,447 -52,632 -0.6%
Invesco
9
Invesco
Georgia
$814M 9,187,211 -1,933,277 -17%
Legal & General Group
10
Legal & General Group
United Kingdom
$658M 7,432,014 +69,956 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$644M 7,269,723 +96,927 +1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$623M 7,039,207 +408,964 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$586M 6,617,938 +78,685 +1%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$543M 6,128,238 +111,148 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$472M 5,324,179 -1,325,201 -20%
Bank of America
16
Bank of America
North Carolina
$463M 5,233,481 +113,918 +2%
Federated Hermes
17
Federated Hermes
Pennsylvania
$441M 4,977,777 -90,388 -2%
Morgan Stanley
18
Morgan Stanley
New York
$439M 4,957,683 +992,573 +25%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$377M 4,253,924 +1,774,244 +72%
Wells Fargo
20
Wells Fargo
California
$342M 3,857,728 -48,936 -1%
Swiss National Bank
21
Swiss National Bank
Switzerland
$322M 3,635,525 -38,200 -1%
Capital World Investors
22
Capital World Investors
California
$311M 3,510,000 +500,000 +17%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$310M 3,494,810 – –
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$303M 3,420,144 +19,603 +0.6%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$293M 3,311,820 +1,864,021 +129%
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