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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.56%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
2
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$180M
5
Charles Schwab
5
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
4
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$873M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7B 66,738,560 +508,085 +0.8%
BlackRock
2
BlackRock
New York
$5.6B 53,412,420 +299,355 +0.6%
State Street
3
State Street
Massachusetts
$4.13B 39,365,840 +321,440 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.44B 32,763,758 +2,279,792 +7%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.48B 23,618,330 -906,132 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.36B 13,041,850 +393,044 +3%
Franklin Resources
7
Franklin Resources
California
$1.24B 11,780,152 -124,637 -1%
Northern Trust
8
Northern Trust
Illinois
$902M 8,595,015 -181,072 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$873M 8,324,421 -626,687 -7%
Legal & General Group
10
Legal & General Group
United Kingdom
$810M 7,720,715 -111,305 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$769M 7,329,756 -153,988 -2%
Charles Schwab
12
Charles Schwab
California
$750M 7,149,388 +752,817 +12%
Capital Research Global Investors
13
Capital Research Global Investors
California
$728M 6,944,250 -3,850,384 -36%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$632M 6,028,085 -139,777 -2%
Bank of America
15
Bank of America
North Carolina
$617M 5,878,510 -217,340 -4%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$603M 5,748,639 -59,272 -1%
Morgan Stanley
17
Morgan Stanley
New York
$577M 5,499,047 -91,457 -2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$499M 4,752,727 +79,029 +2%
Invesco
19
Invesco
Georgia
$409M 3,899,824 -551,874 -12%
Capital World Investors
20
Capital World Investors
California
$402M 3,830,000 +130,000 +4%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$356M 3,389,094 – –
Wells Fargo
22
Wells Fargo
California
$353M 3,368,135 -437,095 -11%
Barclays
23
Barclays
United Kingdom
$347M 3,308,987 +1,574,616 +91%
PPA
24
Parametric Portfolio Associates
Washington
$316M 3,012,982 +128,772 +4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$307M 2,924,300 -117,200 -4%
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