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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
29%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$799M
3
Ameriprise
3
Ameriprise
Minnesota
$291M
4
BC
4
Brookfield Corp
Ontario, Canada
$141M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$721M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$75.2M
3
State Street
3
State Street
Massachusetts
$3.41B
4
ZP
4
Zimmer Partners
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.64B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.64B 61,598,521 -855,969 -1%
BlackRock
2
BlackRock
New York
$4.69B 51,232,982 -349,631 -0.7%
State Street
3
State Street
Massachusetts
$3.41B 37,291,150 -1,106,681 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.71B 29,561,328 +109,190 +0.4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.38B 26,014,549 +300,327 +1%
Franklin Resources
6
Franklin Resources
California
$1.56B 17,085,825 +118,562 +0.7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.08B 11,847,673 +4,808,466 +68%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.03B 11,316,856 +234,647 +2%
Northern Trust
9
Northern Trust
Illinois
$819M 8,947,849 -264,598 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$799M 8,728,974 +3,404,795 +64%
Invesco
11
Invesco
Georgia
$721M 7,880,045 -1,307,166 -14%
Legal & General Group
12
Legal & General Group
United Kingdom
$669M 7,309,816 -122,198 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$652M 7,118,511 -151,212 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$631M 6,887,537 +269,599 +4%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$544M 5,940,623 -187,615 -3%
Morgan Stanley
16
Morgan Stanley
New York
$500M 5,456,092 +498,409 +10%
Bank of America
17
Bank of America
North Carolina
$492M 5,373,014 +139,533 +3%
Federated Hermes
18
Federated Hermes
Pennsylvania
$437M 4,772,341 -205,436 -4%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$369M 4,031,897 -222,027 -5%
Wells Fargo
20
Wells Fargo
California
$357M 3,894,975 +37,247 +1%
Swiss National Bank
21
Swiss National Bank
Switzerland
$327M 3,569,425 -66,100 -2%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$320M 3,494,810 – –
Charles Schwab
23
Charles Schwab
California
$309M 3,377,428 +88,997 +3%
Ameriprise
24
Ameriprise
Minnesota
$291M 3,174,204 +2,123,374 +202%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$282M 3,082,737 -337,407 -10%
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