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Duke Energy
DUK

Overview Fund Activity

1,796 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

Holders
1,796
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.33%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$735M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$154M
4
American Century Companies
4
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
3
Bank of America
North Carolina
$665M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
5
APG Asset Management
Netherlands
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.3B 70,244,002 +32,348 +0%
BlackRock
2
BlackRock
New York
$5.13B 57,164,077 -2,114,276 -4%
State Street
3
State Street
Massachusetts
$3.81B 42,502,619 -144,951 -0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.97B 22,007,873 -2,047,744 -9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.73B 19,269,134 +54,872 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.33B 14,863,706 +464,754 +3%
Morgan Stanley
7
Morgan Stanley
New York
$895M 9,976,005 -172,314 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$865M 9,635,102 +257,665 +3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$735M 8,188,381 +1,435,725 +21%
Franklin Resources
10
Franklin Resources
California
$712M 7,928,738 +89,132 +1%
Northern Trust
11
Northern Trust
Illinois
$698M 7,774,298 -528,840 -6%
Bank of America
12
Bank of America
North Carolina
$665M 7,410,163 -796,658 -10%
Charles Schwab
13
Charles Schwab
California
$659M 7,548,816 +37,792 +0.5%
Legal & General Group
14
Legal & General Group
United Kingdom
$653M 7,273,658 +114,953 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$582M 6,490,372 -100,393 -2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$580M 6,460,471 +188,720 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$532M 5,930,714 -147,972 -2%
American Century Companies
18
American Century Companies
Missouri
$489M 5,445,899 +812,825 +18%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$480M 5,351,513 +757,635 +16%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$424M 4,719,394 -106,013 -2%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$418M 4,657,949 -109,896 -2%
Invesco
22
Invesco
Georgia
$382M 4,256,253 -120,502 -3%
Wells Fargo
23
Wells Fargo
California
$327M 3,646,587 -47,673 -1%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$320M 3,569,308 – –
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$299M 3,329,546 +1,141,157 +52%
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