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Duke Energy
DUK

Overview Fund Activity

1,801 hedge funds and large institutions have $52.2B invested in Duke Energy in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 809 increasing their positions, 594 reducing their positions, and 105 closing their positions.

Holders
1,801
Holders Change
-37
Holders Change %
-2.01%
% of All Funds
30.46%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.49%
New
102
Increased
809
Reduced
594
Closed
105
Calls
$566M
Puts
$361M
Net Calls
+$205M
Net Calls Change
+$68.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$811M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.01B
3
BlackRock
3
BlackRock
New York
$5.77B
4
State Street
4
State Street
Massachusetts
$4.75B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$981M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$159M
5
Millennium Management
5
Millennium Management
New York
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.45B 69,514,599 +993,066 +1%
BlackRock
2
BlackRock
New York
$5.77B 53,801,201 +2,818,507 +6%
State Street
3
State Street
Massachusetts
$4.75B 44,338,703 +1,623,646 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.78B 35,218,290 +341,768 +1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.2B 20,540,059 -1,392,235 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.48B 13,860,921 +515,852 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.01B 9,387,606 +4,012,538 +75%
Franklin Resources
8
Franklin Resources
California
$981M 9,150,855 -2,329,693 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$921M 8,591,371 +758,883 +10%
Northern Trust
10
Northern Trust
Illinois
$909M 8,481,666 +29,885 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$849M 7,915,866 +268,008 +4%
Legal & General Group
12
Legal & General Group
United Kingdom
$833M 7,767,349 +104,622 +1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$811M 7,566,436 +6,387,550 +542%
Charles Schwab
14
Charles Schwab
California
$780M 7,278,344 -51,867 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$688M 6,420,417 +444,113 +7%
Capital Research Global Investors
16
Capital Research Global Investors
California
$671M 6,256,085 -488,302 -7%
Bank of America
17
Bank of America
North Carolina
$670M 6,247,832 +166,877 +3%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$606M 5,649,188 -122,935 -2%
Invesco
19
Invesco
Georgia
$502M 4,681,862 +551,264 +13%
Capital World Investors
20
Capital World Investors
California
$411M 3,830,000 – –
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$379M 3,535,236 +57,661 +2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$358M 3,337,300 +5,000 +0.2%
Wells Fargo
23
Wells Fargo
California
$358M 3,335,191 -261,236 -7%
Federated Hermes
24
Federated Hermes
Pennsylvania
$352M 3,284,201 +143,911 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$323M 3,010,742 +668,453 +29%
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