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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 83 closing their positions.

Holders
1,957
Holders Change
+57
Holders Change %
+3%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
83
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$261M
2
BlackRock
2
BlackRock
New York
$5.86B
3
Cohen & Steers
3
Cohen & Steers
New York
$258M
4
Amundi
4
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.03B
2
CWP
2
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.96B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.14B 71,227,126 +551,424 +0.8%
BlackRock
2
BlackRock
New York
$5.86B 58,481,835 +1,629,734 +3%
State Street
3
State Street
Massachusetts
$3.83B 38,188,823 -273,237 -0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.96B 19,505,694 -659,928 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.83B 18,274,591 -331,983 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.71B 17,045,874 +493,464 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.1B 10,977,944 +81,974 +0.8%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.03B 10,227,930 -1,265,410 -11%
Bank of America
9
Bank of America
North Carolina
$913M 9,105,221 +297,975 +3%
Franklin Resources
10
Franklin Resources
California
$872M 8,699,109 +149,494 +2%
Charles Schwab
11
Charles Schwab
California
$861M 8,592,332 -13,807 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$827M 8,252,081 -368,155 -4%
Northern Trust
13
Northern Trust
Illinois
$781M 7,790,517 +269,287 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$769M 7,669,960 -230,008 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$622M 6,204,844 -524,366 -8%
American Century Companies
16
American Century Companies
Missouri
$572M 5,703,710 -659,651 -10%
Federated Hermes
17
Federated Hermes
Pennsylvania
$545M 5,439,042 -135,974 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$516M 5,148,080 -92,269 -2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$439M 4,376,683 -620,703 -12%
Invesco
20
Invesco
Georgia
$438M 4,367,309 -183,642 -4%
Wells Fargo
21
Wells Fargo
California
$404M 4,032,861 +64,629 +2%
Macquarie Group
22
Macquarie Group
Australia
$385M 3,845,857 -403,557 -9%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$375M 3,746,354 -768,510 -17%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$358M 3,569,308 – –
UBS AM
25
UBS AM
Illinois
$354M 3,536,549 +614,895 +21%
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