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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
BlackRock
5
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$914M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M
4
Invesco
4
Invesco
Georgia
$661M
5
SCCM
5
Schafer Cullen Capital Management
New York
$8.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.23B 64,556,498 +2,957,977 +5%
BlackRock
2
BlackRock
New York
$5.1B 52,833,479 +1,600,497 +3%
State Street
3
State Street
Massachusetts
$3.67B 38,032,772 +741,622 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.9B 30,040,546 +479,218 +2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.5B 25,879,482 -135,067 -0.5%
Franklin Resources
6
Franklin Resources
California
$1.56B 16,201,170 -884,655 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.15B 11,930,148 +613,292 +5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$914M 9,471,689 -2,375,984 -20%
Northern Trust
9
Northern Trust
Illinois
$878M 9,095,239 +147,390 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$821M 8,505,449 -223,525 -3%
Legal & General Group
11
Legal & General Group
United Kingdom
$709M 7,347,895 +38,079 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$683M 7,075,245 +187,708 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$682M 7,061,985 -56,526 -0.8%
Invesco
14
Invesco
Georgia
$661M 6,844,289 -1,035,756 -13%
CS
15
Credit Suisse
Switzerland
$620M 6,426,097 +5,309,176 +475%
Bank of America
16
Bank of America
North Carolina
$570M 5,900,599 +527,585 +10%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$548M 5,676,675 -263,948 -4%
Morgan Stanley
18
Morgan Stanley
New York
$476M 4,927,233 -528,859 -10%
Federated Hermes
19
Federated Hermes
Pennsylvania
$454M 4,705,265 -67,076 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M 4,411,237 +4,299,912 +3,862%
Charles Schwab
21
Charles Schwab
California
$425M 4,398,616 +1,021,188 +30%
Capital World Investors
22
Capital World Investors
California
$357M 3,700,000 +700,000 +23%
Swiss National Bank
23
Swiss National Bank
Switzerland
$351M 3,631,225 +61,800 +2%
Wells Fargo
24
Wells Fargo
California
$346M 3,584,542 -310,433 -8%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$337M 3,494,810 – –
1
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