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
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 11,6861.5M $0.03 %0.00 %as of Feb 28, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 11,4891.5M $0.31 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds 11,3711.5M $1.63 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 11,2861.5M $0.25 %0.00 %as of Apr 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 11,2851.5M $1.01 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 11,2391.5M $0.18 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II 11,1231.5M $1.99 %0.00 %as of Mar 31, 2026 ↗
JAMESTOWN EQUITY FUND Williamsburg Investment Trust 11,0001.4M $2.30 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 10,8901.4M $0.10 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 10,8821.4M $0.49 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,8791.4M $0.12 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 10,8001.4M $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 10,7671.4M $0.06 %0.00 %as of Apr 30, 2026 ↗
DWS CROCI(R) U.S. VIP DEUTSCHE DWS VARIABLE SERIES II 10,7641.4M $1.01 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,7461.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
Cullen Enhanced Equity Income ETF ADVISORS' INNER CIRCLE FUND II 10,7031.4M $3.32 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 10,7011.4M $0.16 %0.00 %as of Mar 31, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 10,6981.4M $1.57 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 10,2871.3M $0.38 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 10,1521.3M $0.41 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 10,1251.3M $0.18 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Infrastructure ETF Russell Investments Exchange Traded Funds 10,0631.3M $3.50 %0.00 %as of Mar 31, 2026 ↗
The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III 10,0001.3M $1.16 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 9,9921.3M $0.31 %0.00 %as of Feb 28, 2026 ↗
WesMark Balanced Fund WesMark Funds 9,8861.3M $1.32 %0.00 %as of Mar 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 9,8281.3M $0.51 %0.00 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 9,6791.3M $1.30 %0.00 %as of Apr 30, 2026 ↗
AMG River Road Dividend All Cap Value Fund AMG Funds IV 9,5711.2M $1.80 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 9,5561.3M $0.11 %0.00 %as of Mar 31, 2026 ↗
Penn Series Large Core Value Fund Penn Series Funds Inc 9,5131.2M $0.99 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 9,3211.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 9,2781.2M $1.30 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Series Funds 9,1541.2M $4.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 9,1471.2M $0.23 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 9,1451.2M $0.12 %0.00 %as of Feb 28, 2026 ↗
CONNORS HEDGED EQUITY FUND Connors Funds 9,1251.2M $1.96 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 8,9631.2M $0.07 %0.00 %as of Feb 28, 2026 ↗
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds 8,9281.2M $1.83 %0.00 %as of Mar 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 8,8911.2M $0.14 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 8,8181.2M $0.18 %0.00 %as of Mar 31, 2026 ↗
PeakShares RMR Prime Equity ETF NORTHERN LIGHTS FUND TRUST II 8,6041.1M $2.06 %0.00 %as of Feb 28, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 8,5001.1M $0.91 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 8,2951.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 8,2081.1M $0.14 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Income Fund Cavanal Hill Funds 8,2001.1M $3.33 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 8,0421.1M $0.12 %0.00 %as of Mar 31, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 7,9951M $1.85 %0.00 %as of Apr 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 7,9701M $0.39 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 7,7981M $0.06 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 7,7571M $0.11 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 7,7381M $1.42 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 7,713999.2K $0.83 %0.00 %as of Apr 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 7,6851M $0.05 %0.00 %as of Mar 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 7,6711M $0.57 %0.00 %as of Mar 31, 2026 ↗
First Trust Bloomberg Nuclear Power ETF First Trust Exchange-Traded Fund II 7,6691M $4.82 %0.00 %as of Mar 31, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 7,6671M $0.08 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 7,6521M $0.56 %0.00 %as of Mar 31, 2026 ↗
Themes Uranium & Nuclear ETF Themes ETF Trust 7,629998.9K $3.58 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 7,599995K $0.18 %0.00 %as of Mar 31, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 7,396968.4K $1.69 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 7,348962.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 7,344961K $0.14 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 7,258950.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 7,174939.4K $0.20 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 7,135924.3K $0.15 %0.00 %as of Apr 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 7,084927.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 7,074925.6K $0.13 %0.00 %as of Feb 27, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 7,000906.9K $3.38 %0.00 %as of Apr 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 6,960911.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 6,834894.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Liberty One Tactical Income ETF Two Roads Shared Trust 6,765876.4K $2.05 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 6,727880.8K $0.33 %0.00 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 6,663863.2K $1.19 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 6,596863.1K $0.74 %0.00 %as of Feb 27, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 6,595863.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 6,500851.1K $0.83 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND 6,478848.2K $1.42 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 6,470838.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 6,438842.4K $0.42 %0.00 %as of Feb 28, 2026 ↗
AAM Transformers ETF ETF Series Solutions 6,369825.1K $0.53 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,190810K $0.09 %0.00 %as of Feb 28, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 6,177800.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,160806.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 6,123801.7K $0.39 %0.00 %as of Mar 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 6,042782.7K $0.28 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,039790.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 6,032789.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 6,027780.8K $0.57 %0.00 %as of Apr 30, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 5,923775.6K $1.97 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 5,913774.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
HVIA EQUITY FUND Ultimus Managers Trust 5,872768.4K $1.43 %0.00 %as of Feb 28, 2026 ↗
abrdn Global Infrastructure Fund abrdn Funds 5,800751.4K $1.45 %0.00 %as of Apr 30, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 5,792750.4K $0.43 %0.00 %as of Apr 30, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 5,738750.8K $0.16 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 5,678735.6K $0.18 %0.00 %as of Apr 30, 2026 ↗
U.S. Quality ESG Fund Northern Funds 5,633737.6K $0.23 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 5,593724.6K $1.98 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 5,496712K $0.22 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 5,450713.6K $0.53 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 5,427710.1K $0.35 %0.00 %as of Feb 28, 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