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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.5%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.15B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$391M
3
American Century Companies
3
American Century Companies
Missouri
$422M
4
Bessemer Group
4
Bessemer Group
New Jersey
$142M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$506M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$112M
3
State Street
3
State Street
Massachusetts
$4.53B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$881M
5
Cohen & Steers
5
Cohen & Steers
New York
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.26B 70,510,251 -39,651 -0.1%
BlackRock
2
BlackRock
New York
$6.15B 59,701,585 +4,790,990 +9%
State Street
3
State Street
Massachusetts
$4.53B 43,994,784 -1,160,346 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.9B 28,193,840 -5,863,211 -17%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.99B 19,356,296 -739,984 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.49B 14,454,783 +243,312 +2%
Morgan Stanley
7
Morgan Stanley
New York
$1.03B 10,018,171 +1,037,012 +12%
AWA
8
Arete Wealth Advisors
Illinois
$979M 9,502 +149 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$948M 9,208,392 +1,084,899 +13%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$881M 8,554,038 -1,037,707 -11%
Northern Trust
11
Northern Trust
Illinois
$880M 8,546,640 +81,910 +1%
Franklin Resources
12
Franklin Resources
California
$816M 7,921,247 +777,678 +11%
Bank of America
13
Bank of America
North Carolina
$791M 7,683,620 +802,279 +12%
Charles Schwab
14
Charles Schwab
California
$752M 7,488,467 +91,729 +1%
Legal & General Group
15
Legal & General Group
United Kingdom
$739M 7,179,080 -139,140 -2%
Capital Research Global Investors
16
Capital Research Global Investors
California
$696M 6,753,183 +493,914 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$645M 6,264,215 -11,676 -0.2%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$530M 5,144,875 -318,468 -6%
Federated Hermes
19
Federated Hermes
Pennsylvania
$506M 4,910,093 +1,281,839 +35%
Invesco
20
Invesco
Georgia
$500M 4,854,028 +150,104 +3%
American Century Companies
21
American Century Companies
Missouri
$422M 4,097,342 +1,862,023 +83%
Capital World Investors
22
Capital World Investors
California
$394M 3,830,000 – –
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$391M 3,797,605 +3,184,331 +519%
Wells Fargo
24
Wells Fargo
California
$371M 3,605,702 +205,626 +6%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$368M 3,569,308 – –
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