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Duke Energy
DUK

Overview Fund Activity

1,900 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 734 reducing their positions, and 117 closing their positions.

Holders
1,900
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
734
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$1.6B
2
ECM
2
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
3
Cohen & Steers
New York
$130M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$764M
3
State Street
3
State Street
Massachusetts
$3.72B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.84B 70,675,702 +324,289 +0.5%
BlackRock
2
BlackRock
New York
$5.5B 56,852,101 -1,171,889 -2%
State Street
3
State Street
Massachusetts
$3.72B 38,462,060 -3,233,561 -8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.95B 20,165,622 -2,578,324 -11%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.8B 18,606,574 -92,910 -0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.6B 16,552,410 +1,118,212 +7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.11B 11,493,340 +352,320 +3%
Morgan Stanley
8
Morgan Stanley
New York
$1.05B 10,895,970 -9,874,780 -48%
Bank of America
9
Bank of America
North Carolina
$852M 8,807,246 +352,495 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$834M 8,620,236 -270,460 -3%
Franklin Resources
11
Franklin Resources
California
$827M 8,549,615 +436,172 +5%
Charles Schwab
12
Charles Schwab
California
$802M 8,606,139 +90,751 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$764M 7,899,968 -3,381,982 -30%
Northern Trust
14
Northern Trust
Illinois
$727M 7,521,230 -150,411 -2%
Legal & General Group
15
Legal & General Group
United Kingdom
$651M 6,729,210 -21,133 -0.3%
American Century Companies
16
American Century Companies
Missouri
$615M 6,363,361 +843,618 +15%
Federated Hermes
17
Federated Hermes
Pennsylvania
$539M 5,575,016 -193,471 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$507M 5,240,349 -281,595 -5%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$483M 4,997,386 -1,495,291 -23%
Invesco
20
Invesco
Georgia
$440M 4,550,951 -185,273 -4%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$437M 4,514,864 -146,113 -3%
Macquarie Group
22
Macquarie Group
Australia
$411M 4,249,414 -100,294 -2%
Wells Fargo
23
Wells Fargo
California
$384M 3,968,232 +13,901 +0.4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$363M 3,749,630 +546,577 +17%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$345M 3,569,308 – –
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