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Duke Energy
DUK

Overview Fund Activity

1,807 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

Holders
1,807
Holders Change
-21
Holders Change %
-1.15%
% of All Funds
28.93%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
137
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$443M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$605M
3
GLA
3
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$92.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
2
Capital World Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
State Street
4
State Street
Massachusetts
$4.11B
5
Barclays
5
Barclays
United Kingdom
$88.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.77B 70,211,654 -298,597 -0.4%
BlackRock
2
BlackRock
New York
$5.72B 59,278,353 -423,232 -0.7%
State Street
3
State Street
Massachusetts
$4.11B 42,647,570 -1,347,214 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.32B 24,055,617 -4,138,223 -15%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.85B 19,214,262 -142,034 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.39B 14,398,952 -55,831 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$979M 10,148,319 +130,148 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$905M 9,377,437 +169,045 +2%
Northern Trust
9
Northern Trust
Illinois
$801M 8,303,138 -243,502 -3%
Bank of America
10
Bank of America
North Carolina
$792M 8,206,821 +523,201 +7%
Franklin Resources
11
Franklin Resources
California
$756M 7,839,606 -81,641 -1%
Charles Schwab
12
Charles Schwab
California
$706M 7,511,024 +22,557 +0.3%
Legal & General Group
13
Legal & General Group
United Kingdom
$691M 7,158,705 -20,375 -0.3%
Capital Research Global Investors
14
Capital Research Global Investors
California
$651M 6,752,656 -527 -0%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$636M 6,590,765 -1,963,273 -23%
Federated Hermes
16
Federated Hermes
Pennsylvania
$605M 6,271,751 +1,361,658 +28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$586M 6,078,686 -185,529 -3%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$466M 4,825,407 -319,468 -6%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$460M 4,767,845 +970,240 +26%
American Century Companies
20
American Century Companies
Missouri
$447M 4,633,074 +535,732 +13%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$443M 4,593,878 +1,580,546 +52%
Invesco
22
Invesco
Georgia
$422M 4,376,755 -477,273 -10%
Wells Fargo
23
Wells Fargo
California
$356M 3,694,260 +88,558 +2%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$344M 3,569,308 – –
Goldman Sachs
25
Goldman Sachs
New York
$314M 3,252,209 +805,919 +33%
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