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Duke Energy
DUK

Overview Fund Activity

2,175 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 881 increasing their positions, 724 reducing their positions, and 117 closing their positions.

Holders
2,175
Holders Change
+123
Holders Change %
+5.99%
% of All Funds
28.97%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
881
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
Raymond James Financial
2
Raymond James Financial
Florida
$276M
3
BlackRock
3
BlackRock
New York
$6.74B
4
Millennium Management
4
Millennium Management
New York
$175M
5
ECM
5
ExodusPoint Capital Management
New York
$164M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$6.28M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$604M
3
GQG Partners
3
GQG Partners
Florida
$6.14M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.73B
5
Bank of America
5
Bank of America
North Carolina
$807M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.85B 72,885,939 +779,054 +1%
BlackRock
2
BlackRock
New York
$6.74B 62,561,162 +2,096,096 +3%
State Street
3
State Street
Massachusetts
$4.28B 39,709,764 -161,201 -0.4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.95B 18,097,796 +124,863 +0.7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.93B 17,873,788 +385,612 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.73B 16,098,656 -1,731,160 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.24B 11,507,634 +4,115,001 +56%
Morgan Stanley
8
Morgan Stanley
New York
$1.21B 11,187,571 -11,615 -0.1%
Charles Schwab
9
Charles Schwab
California
$923M 8,562,545 +135,665 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$916M 8,503,503 +357,967 +4%
Northern Trust
11
Northern Trust
Illinois
$862M 8,001,073 +499,652 +7%
Franklin Resources
12
Franklin Resources
California
$861M 7,989,545 -148,102 -2%
Bank of America
13
Bank of America
North Carolina
$807M 7,493,462 -1,212,020 -14%
Legal & General Group
14
Legal & General Group
United Kingdom
$640M 5,940,499 -31,400 -0.5%
Capital Research Global Investors
15
Capital Research Global Investors
California
$604M 5,610,461 -4,617,276 -45%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$555M 5,150,232 +99,476 +2%
Invesco
17
Invesco
Georgia
$535M 4,969,567 +431,091 +9%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$521M 4,838,705 +625,008 +15%
American Century Companies
19
American Century Companies
Missouri
$397M 3,688,965 -490,568 -12%
Wells Fargo
20
Wells Fargo
California
$388M 3,599,379 -187,820 -5%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$385M 3,569,308 – –
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$380M 3,529,534 -37,705 -1%
Federated Hermes
23
Federated Hermes
Pennsylvania
$345M 3,205,479 +90,552 +3%
UBS AM
24
UBS AM
Illinois
$344M 3,193,901 +86,561 +3%
Macquarie Group
25
Macquarie Group
Australia
$323M 3,027,733 -308,456 -9%
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