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Duke Energy
DUK

Overview Fund Activity

1,895 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 789 reducing their positions, and 98 closing their positions.

Holders
1,895
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
789
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
3
Macquarie Group
Australia
$422M
4
Barclays
4
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCM
3
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.83B 70,351,413 +53,166 +0.1%
BlackRock
2
BlackRock
New York
$5.63B 58,023,990 -506,397 -0.9%
State Street
3
State Street
Massachusetts
$4.05B 41,695,621 +796,690 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.21B 22,743,946 -266,084 -1%
Morgan Stanley
5
Morgan Stanley
New York
$2.02B 20,770,750 +10,302,734 +98%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.81B 18,699,484 -584,412 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.49B 15,434,198 +260,323 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.09B 11,281,950 +4,076,509 +57%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.08B 11,141,020 +509,039 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$863M 8,890,696 -467,318 -5%
Bank of America
11
Bank of America
North Carolina
$820M 8,454,751 +200,707 +2%
Charles Schwab
12
Charles Schwab
California
$800M 8,515,388 +842,458 +11%
Franklin Resources
13
Franklin Resources
California
$787M 8,113,443 +42,782 +0.5%
Northern Trust
14
Northern Trust
Illinois
$744M 7,671,641 -247,269 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$655M 6,750,343 -208,821 -3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$630M 6,492,677 +124,687 +2%
Federated Hermes
17
Federated Hermes
Pennsylvania
$560M 5,768,487 -535,390 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$536M 5,521,944 -190,038 -3%
American Century Companies
19
American Century Companies
Missouri
$536M 5,519,743 +425,047 +8%
Invesco
20
Invesco
Georgia
$460M 4,736,224 +40,322 +0.9%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$452M 4,660,977 -51,619 -1%
Macquarie Group
22
Macquarie Group
Australia
$422M 4,349,708 +3,505,451 +415%
Wells Fargo
23
Wells Fargo
California
$384M 3,954,331 +180,393 +5%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$377M 3,884,649 -290,303 -7%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$346M 3,569,308 – –
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