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Duke Energy
DUK

Overview Fund Activity

1,838 hedge funds and large institutions have $53.6B invested in Duke Energy in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 826 increasing their positions, 579 reducing their positions, and 85 closing their positions.

Holders
1,838
Holders Change
+54
Holders Change %
+3.03%
% of All Funds
29.09%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
161
Increased
826
Reduced
579
Closed
85
Calls
$440M
Puts
$303M
Net Calls
+$137M
Net Calls Change
-$103M

Top Buyers

1
State Street
1
State Street
Massachusetts
$4.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.89B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.65B
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$285M
5
WHRC
5
W.H. Reaves & Co
New Jersey
$80.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.69B
2
Barclays
2
Barclays
United Kingdom
$126M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$11.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$351M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.65B 68,521,533 +1,782,973 +3%
BlackRock
2
BlackRock
New York
$5.69B 50,982,694 -2,429,726 -5%
State Street
3
State Street
Massachusetts
$4.77B 42,715,057 +3,349,217 +9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.89B 34,876,522 +2,112,764 +6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.45B 21,932,294 -1,686,036 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.49B 13,345,069 +303,219 +2%
Franklin Resources
7
Franklin Resources
California
$1.28B 11,480,548 -299,604 -3%
Northern Trust
8
Northern Trust
Illinois
$944M 8,451,781 -143,234 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$875M 7,832,488 -491,933 -6%
Legal & General Group
10
Legal & General Group
United Kingdom
$856M 7,662,727 -57,988 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$854M 7,647,858 +318,102 +4%
Charles Schwab
12
Charles Schwab
California
$818M 7,330,211 +180,823 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$753M 6,744,387 -199,863 -3%
Bank of America
14
Bank of America
North Carolina
$679M 6,080,955 +202,445 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$667M 5,976,304 -51,781 -0.9%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$645M 5,772,123 +23,484 +0.4%
Morgan Stanley
17
Morgan Stanley
New York
$600M 5,375,068 -123,979 -2%
Invesco
18
Invesco
Georgia
$461M 4,130,598 +230,774 +6%
Capital World Investors
19
Capital World Investors
California
$428M 3,830,000 – –
Wells Fargo
20
Wells Fargo
California
$402M 3,596,427 +228,292 +7%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$388M 3,477,575 +88,481 +3%
Swiss National Bank
22
Swiss National Bank
Switzerland
$372M 3,332,300 +408,000 +14%
Federated Hermes
23
Federated Hermes
Pennsylvania
$351M 3,140,290 -1,612,437 -34%
PPA
24
Parametric Portfolio Associates
Washington
$342M 3,065,302 +52,320 +2%
Goldman Sachs
25
Goldman Sachs
New York
$316M 2,826,454 +176,319 +7%
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