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Duke Energy
DUK

Overview Fund Activity

1,777 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 742 increasing their positions, 654 reducing their positions, and 108 closing their positions.

Holders
1,777
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.34%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
742
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$938M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
5
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
1
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$190M
3
ZP
3
Zimmer Partners
New York
$7.5M
4
ECM
4
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.2B 70,298,247 +54,245 +0.1%
BlackRock
2
BlackRock
New York
$5.17B 58,530,387 +1,366,310 +2%
State Street
3
State Street
Massachusetts
$3.61B 40,898,931 -1,603,688 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.03B 23,010,030 +1,002,157 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.7B 19,283,896 +14,762 +0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.34B 15,173,875 +310,169 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$938M 10,631,981 +2,443,600 +30%
Morgan Stanley
8
Morgan Stanley
New York
$924M 10,468,016 +492,011 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$826M 9,358,014 -277,088 -3%
Bank of America
10
Bank of America
North Carolina
$729M 8,254,044 +843,881 +11%
Franklin Resources
11
Franklin Resources
California
$712M 8,070,661 +141,923 +2%
Northern Trust
12
Northern Trust
Illinois
$699M 7,918,910 +144,612 +2%
Charles Schwab
13
Charles Schwab
California
$656M 7,672,930 +124,114 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$636M 7,205,441 +715,069 +11%
Legal & General Group
15
Legal & General Group
United Kingdom
$614M 6,959,164 -314,494 -4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$562M 6,367,990 +1,016,477 +19%
Federated Hermes
17
Federated Hermes
Pennsylvania
$556M 6,303,877 -156,594 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$504M 5,711,982 -218,732 -4%
American Century Companies
19
American Century Companies
Missouri
$450M 5,094,696 -351,203 -6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$416M 4,712,596 -6,798 -0.1%
Invesco
21
Invesco
Georgia
$414M 4,695,902 +439,649 +10%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$368M 4,174,952 -482,997 -10%
Goldman Sachs
23
Goldman Sachs
New York
$355M 4,021,236 +843,905 +27%
Wells Fargo
24
Wells Fargo
California
$333M 3,773,938 +127,351 +3%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$315M 3,569,308 – –
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