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
Income Equity Fund Northern Funds 19,3172.5M $0.90 %0.00 %as of Mar 31, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 19,3002.5M $1.55 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 19,2342.5M $0.10 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 19,1672.5M $0.18 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 19,1612.5M $0.09 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 19,1462.5M $0.35 %0.00 %as of Apr 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 19,1002.5M $0.47 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,0792.5M $1.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 19,0712.5M $0.08 %0.00 %as of Apr 30, 2026 ↗
AAMA EQUITY FUND Asset Management Fund 19,0002.5M $0.67 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 18,9802.5M $7.02 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 18,9102.5M $0.16 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 18,8392.5M $0.84 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 18,8362.4M $0.15 %0.00 %as of Apr 30, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 18,5992.4M $0.78 %0.00 %as of Feb 28, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 18,5812.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
Shelton Equity Premium Income ETF SCM Trust 18,4702.4M $2.50 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 18,2872.4M $0.74 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 17,9972.4M $0.23 %0.00 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 17,8002.3M $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 17,7802.3M $0.17 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 17,7292.3M $0.15 %0.00 %as of Apr 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 17,6352.3M $0.33 %0.00 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 17,5002.3M $0.10 %0.00 %as of Feb 28, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 17,3272.2M $0.10 %0.00 %as of Apr 30, 2026 ↗
MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND 17,2752.3M $0.98 %0.00 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 17,0722.2M $0.43 %0.00 %as of Feb 28, 2026 ↗
MFS Research Series MFS VARIABLE INSURANCE TRUST 17,0452.2M $0.63 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 17,0442.2M $0.43 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 16,9652.2M $0.16 %0.00 %as of Apr 30, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 16,5702.1M $0.77 %0.00 %as of Apr 30, 2026 ↗
JNL/AQR Large Cap Defensive Style Fund JNL Series Trust 16,4712.2M $0.53 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 16,2972.1M $0.39 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Core Equity Fund TIAA-CREF Life Funds 16,1632.1M $1.04 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 15,9012.1M $0.02 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 15,8122.1M $0.09 %0.00 %as of Mar 31, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 15,7912M $0.77 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 15,7722.1M $0.34 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 15,6842.1M $0.16 %0.00 %as of Mar 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 15,6582M $5.32 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 15,5712M $0.64 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,3542M $0.21 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,3452M $0.12 %0.00 %as of Mar 31, 2026 ↗
Liberty One Defensive Dividend Growth ETF Two Roads Shared Trust 15,3342M $3.97 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 15,3322M $0.16 %0.00 %as of Apr 30, 2026 ↗
Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds 15,2952M $2.12 %0.00 %as of Apr 30, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 15,2532M $0.09 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 15,1472M $0.18 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 15,1012M $0.16 %0.00 %as of Apr 30, 2026 ↗
MP 63 Fund MP63 FUND INC 15,0372M $1.96 %0.00 %as of Feb 28, 2026 ↗
NVIT GQG US Quality Equity Fund Nationwide Variable Insurance Trust 15,0272M $2.00 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,9602M $0.30 %0.00 %as of Feb 28, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 14,9502M $0.29 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 14,8621.9M $0.17 %0.00 %as of Mar 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 14,7101.9M $0.23 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 14,6291.9M $1.03 %0.00 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 14,5001.9M $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 14,4321.9M $4.30 %0.00 %as of Apr 30, 2026 ↗
Transamerica Large Value Active ETF 2023 ETF Series Trust 14,3501.9M $1.30 %0.00 %as of Mar 31, 2026 ↗
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 14,1631.9M $0.25 %0.00 %as of Feb 28, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 14,1211.8M $0.18 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 14,0281.8M $0.53 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 13,9281.8M $0.67 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 13,8321.8M $0.15 %0.00 %as of Feb 28, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 13,8221.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 13,7511.8M $0.67 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 13,7411.8M $1.15 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 13,6601.8M $0.23 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 13,6081.8M $0.15 %0.00 %as of Mar 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 13,4971.8M $0.21 %0.00 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 13,4491.8M $0.16 %0.00 %as of Feb 28, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,3841.8M $0.58 %0.00 %as of Feb 28, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 13,1661.7M $0.25 %0.00 %as of Feb 28, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 13,1441.7M $0.21 %0.00 %as of Feb 28, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 13,1091.7M $0.49 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 13,0821.7M $0.43 %0.00 %as of Mar 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 13,0491.7M $2.08 %0.00 %as of Mar 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 13,0481.7M $3.90 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 13,0381.7M $0.71 %0.00 %as of Mar 31, 2026 ↗
CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND Cantor Select Portfolios Trust 13,0001.7M $1.87 %0.00 %as of Mar 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 12,9261.7M $0.16 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 12,8431.7M $0.71 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,8361.7M $0.38 %0.00 %as of Apr 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 12,8251.7M $0.17 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 12,7081.7M $0.07 %0.00 %as of Feb 28, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 12,5421.6M $0.05 %0.00 %as of Feb 28, 2026 ↗
Franklin Income Equity Focus ETF Franklin Templeton ETF Trust 12,3761.6M $1.43 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 12,3491.6M $0.18 %0.00 %as of Mar 31, 2026 ↗
SWP Growth & Income ETF Manager Directed Portfolios 12,3491.6M $1.11 %0.00 %as of Feb 28, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 12,2851.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 12,2561.6M $0.15 %0.00 %as of Mar 31, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 12,2551.6M $0.46 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 12,2151.6M $0.24 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 12,2001.6M $0.83 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 11,9841.6M $0.13 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 11,9701.6M $0.25 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 11,9211.5M $0.91 %0.00 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 11,8441.6M $0.06 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 11,8331.5M $0.30 %0.00 %as of Mar 31, 2026 ↗
Transamerica Great Lakes Advisors Large Cap Value VP TRANSAMERICA SERIES TRUST 11,6941.5M $1.88 %0.00 %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