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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.69%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.97B
2
GQG Partners
2
GQG Partners
Florida
$507M
3
State Street
3
State Street
Massachusetts
$4.6B
4
Citadel Advisors
4
Citadel Advisors
Florida
$189M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$184M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$359M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.06B
3
American Century Companies
3
American Century Companies
Missouri
$482M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$378M
5
APG Asset Management
5
APG Asset Management
Netherlands
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.31B 72,106,885 +879,759 +1%
BlackRock
2
BlackRock
New York
$6.97B 60,465,066 +1,983,231 +3%
State Street
3
State Street
Massachusetts
$4.6B 39,870,965 +1,682,142 +4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.07B 17,972,933 -301,658 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.06B 17,829,816 -1,675,878 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.02B 17,488,176 +442,302 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.29B 11,199,186 +221,242 +2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.18B 10,227,737 -193 -0%
Bank of America
9
Bank of America
North Carolina
$1B 8,705,482 -399,739 -4%
Charles Schwab
10
Charles Schwab
California
$972M 8,426,880 -165,452 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$939M 8,145,536 -106,545 -1%
Franklin Resources
12
Franklin Resources
California
$937M 8,137,647 -561,462 -6%
Northern Trust
13
Northern Trust
Illinois
$865M 7,501,421 -289,096 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$852M 7,392,633 -277,327 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$689M 5,971,899 -232,945 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$582M 5,050,756 -97,324 -2%
Invesco
17
Invesco
Georgia
$523M 4,538,476 +171,167 +4%
GQG Partners
18
GQG Partners
Florida
$507M 4,393,664 +1,793,993 +69%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$491M 4,213,697 +1,062,113 +34%
American Century Companies
20
American Century Companies
Missouri
$482M 4,179,533 -1,524,177 -27%
Wells Fargo
21
Wells Fargo
California
$437M 3,787,199 -245,662 -6%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$412M 3,569,308 – –
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$411M 3,567,239 -179,115 -5%
UBS Group
24
UBS Group
Switzerland
$403M 3,496,778 +702,041 +25%
Macquarie Group
25
Macquarie Group
Australia
$385M 3,336,189 -509,668 -13%
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