Titelia

Fund shareholders of Duke Energy Corp

ISIN US26441C2044 · United States · LEI I1BZKREC126H0VB1BL91

Fund shareholders
862
Of which ETFs
244 618 other funds
Value held
28.8B $ 8.2M € · 28.4M SEK
Share of capital
28.3 % of 779.7M shares on Jul 31, 2026

862 funds hold this company. This table lists the 859 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 24,703,7843.2B $0.16 %3.17 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 19,761,1862.6B $0.18 %2.53 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 13,341,1951.7B $7.15 %1.71 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 10,001,0781.3B $0.18 %1.28 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 9,896,6941.3B $0.17 %1.27 %as of Feb 28, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 8,680,9791.1B $2.03 %1.11 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 7,195,675942.2M $0.42 %0.92 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 5,292,398692.5M $6.28 %0.68 %as of Feb 28, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 5,000,000654.7M $0.83 %0.64 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,384,955574.2M $0.18 %0.56 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 4,254,220551.1M $1.62 %0.55 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 3,065,735397.2M $0.42 %0.39 %as of Apr 30, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 2,733,633354.1M $1.55 %0.35 %as of Apr 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 2,550,000333.9M $4.31 %0.33 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 2,352,225308M $0.24 %0.30 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 2,226,789288.5M $0.73 %0.29 %as of Apr 30, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 2,161,959283.1M $2.80 %0.28 %as of Mar 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 2,058,281269.3M $6.59 %0.26 %as of Feb 28, 2026 ↗
Capital Income Builder Capital Income Builder 1,930,359250.1M $0.20 %0.25 %as of Apr 30, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 1,843,339238.8M $1.31 %0.24 %as of Apr 30, 2026 ↗
VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS 1,793,854232.4M $3.05 %0.23 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,786,580233.9M $0.34 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,723,395223.3M $0.16 %0.22 %as of Apr 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,659,502217.3M $0.35 %0.21 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 1,641,523212.7M $1.57 %0.21 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,634,511214M $0.18 %0.21 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 1,538,079199.3M $2.10 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,453,942190.2M $0.15 %0.19 %as of Feb 28, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,434,095187.7M $0.13 %0.18 %as of Feb 28, 2026 ↗
Janus Henderson Balanced Fund JANUS INVESTMENT FUND 1,422,075186.2M $0.71 %0.18 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,341,807175.7M $0.38 %0.17 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,297,365168.1M $0.19 %0.17 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 1,263,789163.7M $0.79 %0.16 %as of Apr 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 1,191,483154.4M $6.29 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,150,900150.6M $0.15 %0.15 %as of Feb 28, 2026 ↗
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 1,063,249139.2M $2.11 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 970,940127.1M $0.16 %0.12 %as of Mar 31, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 963,219124.8M $0.39 %0.12 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 915,650119.9M $0.38 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 913,326119.6M $0.19 %0.12 %as of Mar 31, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 847,074109.7M $1.20 %0.11 %as of Apr 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 801,839104.9M $1.27 %0.10 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 801,170104.8M $0.16 %0.10 %as of Feb 28, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 777,441101.8M $2.75 %0.10 %as of Mar 31, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 767,337100.5M $3.62 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 754,18797.7M $6.03 %0.10 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Fund TIAA-CREF Funds 752,28597.5M $1.52 %0.10 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 724,91994.9M $1.35 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 707,22392.6M $0.18 %0.09 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 654,98585.8M $0.36 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 645,31383.6M $0.14 %0.08 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 640,29283.8M $0.04 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 617,47980M $0.09 %0.08 %as of Apr 30, 2026 ↗
Equity Income Fund American Century Capital Portfolios, Inc. 606,80979.5M $1.26 %0.08 %as of Mar 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 605,49278.4M $1.93 %0.08 %as of Apr 30, 2026 ↗
GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 586,30376.8M $2.44 %0.08 %as of Mar 31, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 585,00075.8M $1.57 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 554,81472.6M $0.17 %0.07 %as of Mar 31, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 533,49169.1M $0.28 %0.07 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 526,41668.9M $0.28 %0.07 %as of Feb 28, 2026 ↗
Nuveen Core Equity Fund TIAA-CREF Funds 507,35565.7M $0.93 %0.07 %as of Apr 30, 2026 ↗
Nomura Value Fund Delaware Group Equity Funds II 494,77864.7M $3.30 %0.06 %as of Feb 27, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 486,85363.7M $0.18 %0.06 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 481,71063M $0.10 %0.06 %as of Feb 28, 2026 ↗
Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. 481,18662.3M $1.79 %0.06 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 475,94462.3M $0.19 %0.06 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 469,23761.4M $7.01 %0.06 %as of Mar 31, 2026 ↗
Janus Henderson Balanced Portfolio JANUS ASPEN SERIES 467,26861.2M $0.70 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 467,10361.2M $0.17 %0.06 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 465,25660.9M $0.51 %0.06 %as of Feb 28, 2026 ↗
MFS Total Return Fund MFS Series Trust V 461,69660.5M $0.81 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 460,76159.7M $0.14 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 452,59359.2M $0.32 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 452,46559.2M $0.15 %0.06 %as of Feb 28, 2026 ↗
GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 443,14858M $2.00 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 438,08057.4M $0.10 %0.06 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 426,13255.8M $1.64 %0.05 %as of Mar 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 421,32955.2M $6.43 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 416,36754.5M $0.98 %0.05 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 413,39253.6M $1.52 %0.05 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 412,45154M $1.57 %0.05 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 410,23653.7M $0.19 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 409,86053.6M $0.34 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 403,00752.2M $0.14 %0.05 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 395,52551.8M $0.17 %0.05 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 390,74651.2M $2.03 %0.05 %as of Mar 31, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 378,73349.6M $0.80 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 375,59349.2M $0.16 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 364,89547.3M $0.12 %0.05 %as of Apr 30, 2026 ↗
VOYA LARGE CAP VALUE FUND Voya Equity Trust 359,49447M $2.90 %0.05 %as of Feb 28, 2026 ↗
MFS Research Fund MFS Series Trust V 357,16746.8M $0.64 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 352,65646.2M $0.18 %0.05 %as of Mar 31, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 346,50045.4M $1.42 %0.04 %as of Mar 31, 2026 ↗
iShares S&P 100 ETF iShares Trust 343,40145M $0.25 %0.04 %as of Mar 31, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 341,16844.6M $1.25 %0.04 %as of Feb 28, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 332,27443.5M $2.03 %0.04 %as of Mar 31, 2026 ↗
Transamerica Large Cap Value TRANSAMERICA FUNDS 326,96742.4M $1.74 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 316,41741M $0.31 %0.04 %as of Apr 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 313,66440.6M $1.33 %0.04 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 311,55540.8M $0.16 %0.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 7.15 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 7.02 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 7.01 %as of Mar 31, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 6.76 %as of Mar 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 6.59 %as of Feb 28, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 6.45 %as of Mar 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 6.43 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 6.29 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 6.28 %as of Feb 28, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 6.03 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2840+21220,709,122-0.2 %
2026Q1819-8221,259,886+1.0 %
2025Q4827-15218,994,967-1.5 %
2025Q3842+26222,377,639-0.4 %
2025Q2816+46223,237,322+1.6 %
2025Q1770-13219,696,848-0.7 %
2024Q4783+24221,229,359-1.3 %
2024Q3759+12224,048,854-0.0 %
2024Q2747+42224,085,889+3.2 %
2024Q1705-18217,033,261-2.4 %
2023Q4723222,290,390

Institutional managers

2,437 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.69,323,8709.1B $as of Mar 31, 2026
STATE STREET CORP44,532,6425.8B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC20,047,8012.6B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/14,391,2961.9B $as of Mar 31, 2026
MORGAN STANLEY12,679,8311.7B $as of Mar 31, 2026
FMR LLC10,752,1531.4B $as of Mar 31, 2026
FRANKLIN RESOURCES INC10,370,0711.4B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/9,348,5661.2B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,104,6081.2B $as of Mar 31, 2026
ROYAL BANK OF CANADA7,893,3891B $as of Mar 31, 2026
GQG Partners LLC7,802,4631B $as of Mar 31, 2026
NORTHERN TRUST CORP7,362,197964M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP6,617,155866.5M $as of Mar 31, 2026
Nuveen, LLC6,437,513842.9M $as of Mar 31, 2026
Legal & General Group Plc6,174,653808.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC5,361,692702.1M $as of Mar 31, 2026
Bank of New York Mellon Corp4,910,491643M $as of Mar 31, 2026
Invesco Ltd.4,830,084632.5M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC4,786,720627.6M $as of Mar 31, 2026
Capital Research Global Investors4,485,760587.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO4,036,727531.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,983,128521.6M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN3,886,189508.9M $as of Mar 31, 2026
FEDERATED HERMES, INC.3,817,183499.8M $as of Mar 31, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO3,569,308467.4M $as of Mar 31, 2026

Declared shareholders of Duke Energy Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.54 %58,721,742as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Duke Energy Corp

607 funds declare 1,643 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND19245.3M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND19219.1M $as of Mar 31, 2026
VANGUARD WELLINGTON FUND11218.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6193.9M $as of Feb 28, 2026
VANGUARD WELLESLEY INCOME FUND9115.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND5103.9M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF296.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND691.3M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF1287.1M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF2376.5M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND474.6M $as of Apr 30, 2026
Calamos Market Neutral Income Fund165.4M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND659.9M $as of Mar 31, 2026
JPMorgan Core Bond Fund459.1M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund854.6M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund1151.9M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF643.5M $as of Feb 28, 2026
PGIM Short-Term Corporate Bond Fund237.9M $as of Mar 31, 2026
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND336.6M $as of Apr 30, 2026
Janus Henderson Balanced Fund136.1M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund135.9M $as of Mar 31, 2026
Bond Fund of America235.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND633.6M $as of Mar 31, 2026
Loomis Sayles Investment Grade Bond Fund132.1M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF2230.6M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Duke Energy Corp". https://titelia.com/en/stocks/duke-energy-corp-US26441C2044