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
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 105,53413.7M $0.93 %0.01 %as of Apr 30, 2026 ↗
Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust 102,08513.4M $1.00 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 101,09413.2M $0.69 %0.01 %as of Mar 31, 2026 ↗
Strategas Macro Thematic Opportunities ETF ADVISORS' INNER CIRCLE III 100,34713.1M $2.53 %0.01 %as of Mar 31, 2026 ↗
JNL/Franklin Templeton Income Fund JNL Series Trust 100,00013.1M $0.92 %0.01 %as of Mar 31, 2026 ↗
ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 99,15713M $2.80 %0.01 %as of Feb 28, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 98,80812.9M $0.18 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 98,54812.9M $0.37 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 98,20312.7M $0.16 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 98,12312.8M $1.78 %0.01 %as of Mar 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 94,88712.3M $2.28 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 94,58512.4M $0.17 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 94,25312.3M $0.17 %0.01 %as of Mar 31, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 93,37712.2M $3.68 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 92,02812M $0.11 %0.01 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 87,64811.5M $0.32 %0.01 %as of Feb 28, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 87,60011.5M $0.13 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 87,20011.4M $0.17 %0.01 %as of Feb 28, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 86,70411.4M $0.18 %0.01 %as of Mar 31, 2026 ↗
GQG US Equity ETF ADVISORS' INNER CIRCLE III 85,85911.2M $2.05 %0.01 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 81,85410.6M $0.57 %0.01 %as of Apr 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 81,28510.6M $1.00 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 80,47410.4M $0.09 %0.01 %as of Apr 30, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 80,42910.4M $0.65 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 80,27110.5M $0.18 %0.01 %as of Mar 31, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 77,44510.1M $1.10 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 77,05110.1M $0.18 %0.01 %as of Mar 31, 2026 ↗
JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust 76,94410.1M $0.71 %0.01 %as of Mar 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 76,41810M $0.74 %0.01 %as of Mar 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 76,3689.9M $1.60 %0.01 %as of Apr 30, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 76,18810M $1.24 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 75,5009.8M $0.79 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 74,3379.7M $0.18 %0.01 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 72,2999.5M $0.32 %0.01 %as of Mar 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 72,0499.4M $0.50 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 71,4129.4M $0.24 %0.01 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 71,3729.3M $0.69 %0.01 %as of Mar 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 69,6119.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 69,5839.1M $0.62 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 68,9679M $0.61 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 68,3618.9M $0.36 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 65,8908.5M $0.16 %0.01 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 65,5008.6M $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 63,7958.3M $0.17 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 63,3208.3M $0.12 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,0568.3M $0.15 %0.01 %as of Feb 28, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 63,0008.2M $0.15 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 62,8668.1M $1.09 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 62,3538.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 62,2398.1M $0.34 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 61,9828.1M $0.12 %0.01 %as of Feb 28, 2026 ↗
Victory Value Fund Victory Portfolios III 61,6418M $0.56 %0.01 %as of Apr 30, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 60,6747.9M $0.60 %0.01 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 60,0207.9M $0.35 %0.01 %as of Feb 28, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 60,0007.8M $0.88 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 59,8997.8M $0.16 %0.01 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 59,0807.7M $0.22 %0.01 %as of Apr 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 58,4227.6M $0.18 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 58,3047.6M $0.41 %0.01 %as of Mar 31, 2026 ↗
First Sentier Global Listed Infrastructure Fund Datum One Series Trust 58,2207.6M $5.25 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 57,7007.6M $0.84 %0.01 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 56,6587.4M $0.27 %0.01 %as of Feb 27, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 56,6007.4M $0.16 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 56,5257.4M $0.17 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 56,4637.4M $0.17 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 55,2047.2M $0.17 %0.01 %as of Feb 28, 2026 ↗
Columbia Flexible Capital Income Fund Columbia Funds Series Trust II 55,0007.2M $0.55 %0.01 %as of Feb 28, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 54,9147.2M $2.53 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 54,7947.2M $0.18 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 54,1857M $0.22 %0.01 %as of Apr 30, 2026 ↗
GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III 53,2267M $2.65 %0.01 %as of Mar 31, 2026 ↗
DWS CROCI(R) U.S. Fund DEUTSCHE DWS INVESTMENT TRUST 52,8856.9M $1.01 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 52,6026.8M $0.11 %0.01 %as of Apr 30, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 52,4596.8M $1.28 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 51,1616.7M $1.78 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 50,8376.6M $0.15 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 50,7956.7M $0.21 %0.01 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 50,3436.5M $0.50 %0.01 %as of Apr 30, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 50,1466.5M $0.13 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 49,9326.5M $0.06 %0.01 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 49,9046.5M $0.32 %0.01 %as of Mar 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 49,2736.4M $0.24 %0.01 %as of Feb 28, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 49,2716.5M $0.98 %0.01 %as of Mar 31, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 47,1466.2M $3.62 %0.01 %as of Mar 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 46,6616.1M $0.98 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 46,0696M $0.14 %0.01 %as of Apr 30, 2026 ↗
Essential 40 Stock ETF NORTHERN LIGHTS FUND TRUST II 45,4545.9M $2.66 %0.01 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 45,0125.9M $0.18 %0.01 %as of Mar 31, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 44,9715.8M $0.50 %0.01 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 44,7965.8M $0.06 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 44,2615.7M $0.29 %0.01 %as of Apr 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 44,0005.8M $0.22 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 43,9845.8M $0.27 %0.01 %as of Feb 28, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 43,9135.7M $0.64 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 43,6845.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 43,1385.6M $1.09 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 42,2015.5M $3.84 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 41,9165.4M $0.16 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 41,3945.4M $0.30 %0.01 %as of Mar 31, 2026 ↗
Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST 41,1565.4M $0.70 %0.01 %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