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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $46.5B invested in Duke Energy in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 733 increasing their positions, 546 reducing their positions, and 77 closing their positions.

Holders
1,634
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.7%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
88
Increased
733
Reduced
546
Closed
77
Calls
$454M
Puts
$367M
Net Calls
+$86.5M
Net Calls Change
+$80.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$186M
2
BlackRock
2
BlackRock
New York
$5.18B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$168M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$84.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.46B

Top Sellers

1
Invesco
1
Invesco
Georgia
$434M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$233M
4
Franklin Resources
4
Franklin Resources
California
$1.16B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.97B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.46B 66,230,475 +845,220 +1%
BlackRock
2
BlackRock
New York
$5.18B 53,113,065 +1,152,984 +2%
State Street
3
State Street
Massachusetts
$3.81B 39,044,400 +672,732 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.97B 30,483,966 -858,311 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.39B 24,524,462 -782,813 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.23B 12,648,806 +367,806 +3%
Franklin Resources
7
Franklin Resources
California
$1.16B 11,904,789 -1,237,200 -9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.05B 10,794,634 +41,931 +0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$874M 8,951,108 +562,213 +7%
Northern Trust
10
Northern Trust
Illinois
$856M 8,776,087 -343,371 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$764M 7,832,020 +148,067 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$730M 7,483,744 -21,720 -0.3%
Charles Schwab
13
Charles Schwab
California
$624M 6,396,571 +279,250 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$602M 6,167,862 -21,473 -0.3%
Bank of America
15
Bank of America
North Carolina
$595M 6,095,850 -272,850 -4%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$567M 5,807,911 +78,381 +1%
Morgan Stanley
17
Morgan Stanley
New York
$546M 5,590,504 -203,780 -4%
Federated Hermes
18
Federated Hermes
Pennsylvania
$456M 4,673,698 -46,604 -1%
Invesco
19
Invesco
Georgia
$434M 4,451,698 -2,987,090 -40%
Wells Fargo
20
Wells Fargo
California
$371M 3,805,230 +307,006 +9%
Capital World Investors
21
Capital World Investors
California
$361M 3,700,000 – –
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$331M 3,389,094 -198,201 -6%
Swiss National Bank
23
Swiss National Bank
Switzerland
$297M 3,041,500 -92,800 -3%
PPA
24
Parametric Portfolio Associates
Washington
$281M 2,884,210 +105,608 +4%
Goldman Sachs
25
Goldman Sachs
New York
$276M 2,831,764 +304,507 +12%
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