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
ProShares S&P 500 Ex-Technology ETF ProShares Trust 5,404707.1K $0.26 %0.00 %as of Feb 28, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,348700.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 5,340698.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 5,319696.5K $0.81 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 5,281691K $0.12 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Utilities ProShares Trust 5,253687.4K $4.08 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 5,247687K $0.07 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 5,227684.4K $1.03 %0.00 %as of Mar 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 5,190679.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 5,083665.6K $1.71 %0.00 %as of Mar 31, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 5,082665K $2.16 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 4,918643.5K $0.28 %0.00 %as of Feb 27, 2026 ↗
Nuveen Large Cap Select Fund Nuveen Investment Funds, Inc. 4,881632.3K $1.24 %0.00 %as of Apr 30, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 4,840633.7K $0.98 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 4,752622.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 4,683606.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II 4,608603.4K $0.86 %0.00 %as of Mar 31, 2026 ↗
Cohen & Steers Infrastructure Opportunities Active ETF Cohen & Steers ETF Trust 4,589600.9K $2.30 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 4,579599.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,479586.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 4,457583.6K $0.42 %0.00 %as of Mar 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 4,440581.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 4,317564.9K $0.28 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4,316559.1K $0.16 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 4,303557.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,291561.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 4,280560K $0.12 %0.00 %as of Feb 27, 2026 ↗
Utilities Fund Rydex Variable Trust 4,267558.7K $4.28 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 4,243555.6K $0.59 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund Northern Funds 4,225553.2K $0.82 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,194549.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 4,119539K $0.17 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,086534.7K $0.09 %0.00 %as of Feb 28, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 4,055530.6K $0.25 %0.00 %as of Feb 28, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 4,045529.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 4,017526K $0.13 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 4,004523.9K $0.46 %0.00 %as of Feb 28, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,984516.1K $0.24 %0.00 %as of Apr 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 3,953517.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 3,932514.5K $0.34 %0.00 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 3,921513.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 3,903505.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 3,821495K $0.09 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 3,793491.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 3,719487K $0.04 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 3,697484.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 3,661474.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,648477.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,609472.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 3,595470.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 3,513460K $0.06 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3,464453.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 3,461453.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
PACE Large Co Growth Equity Investments PACE SELECT ADVISORS TRUST 3,412442K $0.06 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 3,384438.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 3,359439.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,326435.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,303432.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 3,261422.5K $0.16 %0.00 %as of Apr 30, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 3,248425.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 3,140411.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 3,119404.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 3,061400.8K $0.61 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 2,944381.4K $0.11 %0.00 %as of Apr 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 2,938384.4K $0.40 %0.00 %as of Feb 28, 2026 ↗
The Free Markets ETF Tidal Trust I 2,866375K $2.11 %0.00 %as of Feb 28, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 2,845372.5K $0.73 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust 2,802366.9K $1.02 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,762357.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 2,759361.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 2,721356K $0.25 %0.00 %as of Feb 28, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 2,686351.7K $0.70 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 2,684351.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,664345.1K $0.25 %0.00 %as of Apr 30, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,622343.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 2,610338.1K $0.15 %0.00 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 2,534331.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 2,496326.8K $3.34 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,481324.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 2,477324.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 2,450320.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,448320.3K $0.07 %0.00 %as of Feb 28, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 2,436319K $0.05 %0.00 %as of Mar 31, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 2,387312.3K $1.11 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 2,362309.1K $0.50 %0.00 %as of Feb 28, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 2,314303K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,309299.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 2,295297.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,292300.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 2,292296.9K $0.64 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 2,250294.6K $0.14 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 2,202288.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 2,179285.1K $0.14 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 2,107275.9K $0.15 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,101274.9K $0.26 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,079272K $0.04 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 2,073271.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
NAA OPPORTUNITY FUND New Age Alpha Funds Trust 2,054269K $0.68 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 2,052268.7K $0.19 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 2,052268.7K $0.18 %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