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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.78%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
2
Charles Schwab
California
$604M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
3
Franklin Resources
California
$1.3B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.86M
5
BlackRock
5
BlackRock
New York
$5.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.45B 65,385,255 +828,757 +1%
BlackRock
2
BlackRock
New York
$5.13B 51,960,081 -873,398 -2%
State Street
3
State Street
Massachusetts
$3.79B 38,371,668 +338,896 +0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.09B 31,342,277 +1,301,731 +4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.5B 25,307,275 -572,207 -2%
Franklin Resources
6
Franklin Resources
California
$1.3B 13,141,989 -3,059,181 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.21B 12,281,000 +350,852 +3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.06B 10,752,703 +1,281,014 +14%
Northern Trust
9
Northern Trust
Illinois
$900M 9,119,458 +24,219 +0.3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$828M 8,388,895 -116,554 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$759M 7,683,953 +336,058 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$741M 7,505,464 +430,219 +6%
Invesco
13
Invesco
Georgia
$734M 7,438,788 +594,499 +9%
Bank of America
14
Bank of America
North Carolina
$629M 6,368,700 +468,101 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$611M 6,189,335 -872,650 -12%
Charles Schwab
16
Charles Schwab
California
$604M 6,117,321 +1,718,705 +39%
Morgan Stanley
17
Morgan Stanley
New York
$572M 5,794,284 +867,051 +18%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$566M 5,729,530 +52,855 +0.9%
Federated Hermes
19
Federated Hermes
Pennsylvania
$466M 4,720,302 +15,037 +0.3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$430M 4,359,488 +1,162,039 +36%
Ameriprise
21
Ameriprise
Minnesota
$383M 3,879,555 +1,092,325 +39%
Capital World Investors
22
Capital World Investors
California
$365M 3,700,000 – –
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$354M 3,587,295 +92,485 +3%
Wells Fargo
24
Wells Fargo
California
$345M 3,498,224 -86,318 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$309M 3,134,300 -496,925 -14%
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