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Duke Energy
DUK

Overview Fund Activity

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.11B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.56B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$892M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
State Street
5
State Street
Massachusetts
$4.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$244M
2
Franklin Resources
2
Franklin Resources
California
$664M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.17B
4
Cohen & Steers
4
Cohen & Steers
New York
$143M
5
APG Asset Management
5
APG Asset Management
Netherlands
$188M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.56B 70,549,902 +1,035,303 +1%
BlackRock
2
BlackRock
New York
$5.11B 54,910,595 +1,109,394 +2%
State Street
3
State Street
Massachusetts
$4.2B 45,155,130 +816,427 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.17B 34,057,051 -1,161,239 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B 20,096,280 -443,779 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.32B 14,211,471 +350,550 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$892M 9,591,745 +1,000,374 +12%
Morgan Stanley
8
Morgan Stanley
New York
$835M 8,981,159 -406,447 -4%
Northern Trust
9
Northern Trust
Illinois
$787M 8,464,730 -16,936 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$756M 8,123,493 +207,627 +3%
Charles Schwab
11
Charles Schwab
California
$688M 7,396,738 +118,394 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$681M 7,318,220 -449,129 -6%
Franklin Resources
13
Franklin Resources
California
$664M 7,143,569 -2,007,286 -22%
Bank of America
14
Bank of America
North Carolina
$640M 6,881,341 +633,509 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$584M 6,275,891 -144,526 -2%
Capital Research Global Investors
16
Capital Research Global Investors
California
$582M 6,259,269 +3,184 +0.1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$508M 5,463,343 -185,845 -3%
Invesco
18
Invesco
Georgia
$438M 4,703,924 +22,062 +0.5%
Capital World Investors
19
Capital World Investors
California
$356M 3,830,000 – –
Federated Hermes
20
Federated Hermes
Pennsylvania
$338M 3,628,254 +344,053 +10%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$332M 3,569,308 +34,072 +1%
Wells Fargo
22
Wells Fargo
California
$316M 3,400,076 +64,885 +2%
Swiss National Bank
23
Swiss National Bank
Switzerland
$310M 3,336,600 -700 -0%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$285M 3,063,538 +52,796 +2%
Goldman Sachs
25
Goldman Sachs
New York
$281M 3,022,834 +409,541 +16%
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