Titelia

Fund shareholders of Duke Energy Corp

ISIN US26441C2044 · United States · LEI I1BZKREC126H0VB1BL91

Fund shareholders
862
Of which ETFs
246 616 other funds
Value held
≈ 27.9B $ 27.9B $ · 8.2M € · 28.4M SEK
Share of capital
28.5 % 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. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Xtrackers Russell US Multifactor ETF DBX ETF Trust 5,815713.7K $0.26 %0.00 %as of May 29, 2026 ↗
abrdn Global Infrastructure Fund abrdn Funds 5,800727.5K $1.55 %0.00 %as of Jul 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 5,726724.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
HVIA EQUITY FUND Ultimus Managers Trust 5,718701.8K $1.26 %0.00 %as of May 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 5,701699.7K $0.12 %0.00 %as of May 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 5,696721K $0.20 %0.00 %as of Jun 30, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 5,643714.3K $1.92 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 5,633713K $0.06 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 5,594708.1K $0.50 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 5,496689.4K $0.21 %0.00 %as of Jul 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 5,424680.3K $0.12 %0.00 %as of Jul 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 5,364679K $0.75 %0.00 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,348676.9K $0.18 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 5,341655.5K $0.10 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 5,257665.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 5,210659.5K $0.92 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 5,205638.8K $0.24 %0.00 %as of May 31, 2026 ↗
PIMCO RAE US Fund PIMCO Equity Series 5,179655.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 5,082623.7K $1.99 %0.00 %as of May 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 5,048619.5K $0.07 %0.00 %as of May 31, 2026 ↗
Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust 5,024635.9K $0.87 %0.00 %as of Jun 30, 2026 ↗
Hedgeye 130/30 Equity ETF ETF Opportunities Trust 4,846607.8K $2.74 %0.00 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 4,752601.5K $0.07 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 4,752596K $0.42 %0.00 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 4,683574.7K $0.07 %0.00 %as of May 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,588575.5K $0.34 %0.00 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 4,579562K $0.02 %0.00 %as of May 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 4,564560.1K $0.23 %0.00 %as of May 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 4,528555.7K $0.03 %0.00 %as of May 29, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 4,475549.2K $0.10 %0.00 %as of May 29, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 4,440562K $0.05 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4,425555K $0.15 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 4,391550.8K $0.15 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,379554.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 4,335543.7K $0.19 %0.00 %as of Jul 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,291543.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
Large Cap Value Fund Northern Funds 4,245537.3K $0.74 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 4,243537.1K $0.48 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 4,210532.9K $0.12 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 4,200526.8K $0.07 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,164527.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 4,119505.5K $0.15 %0.00 %as of May 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 4,091502.1K $0.29 %0.00 %as of May 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 4,075515.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
Horizon Core Equity ETF Horizon Funds 4,067499.1K $0.33 %0.00 %as of May 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 4,046512.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,996490.4K $0.07 %0.00 %as of May 31, 2026 ↗
MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II 3,926497K $0.66 %0.00 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 3,921496.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 3,879476.1K $0.19 %0.00 %as of May 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 3,786479.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 3,729467.7K $5.98 %0.00 %as of Jul 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 3,653462.4K $0.37 %0.00 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,648461.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 3,640460.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Nicholas Nuclear Income ETF Tidal Trust II 3,610452.8K $5.81 %0.00 %as of Jul 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 3,600451.5K $0.08 %0.00 %as of Jul 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 3,560446.5K $0.11 %0.00 %as of Jul 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 3,553449.7K $0.15 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,530442.8K $0.22 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3,490441.8K $0.14 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 3,479436.4K $0.06 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 3,477440.1K $0.24 %0.00 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 3,419432.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 3,384424.5K $0.07 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,303418.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 3,202405.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 3,201405.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 3,189403.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 3,169401.1K $0.53 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,109393.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 2,998379.5K $0.11 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 2,941368.9K $0.14 %0.00 %as of Jul 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,891365.9K $0.90 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Variable Trust 2,864362.5K $3.95 %0.00 %as of Jun 30, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 2,747344.6K $2.42 %0.00 %as of Jul 31, 2026 ↗
Anydrus Advantage ETF Collaborative Investment Series Trust 2,723344.7K $0.50 %0.00 %as of Jun 30, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 2,676338.7K $0.13 %0.00 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 2,670327.7K $0.05 %0.00 %as of May 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 2,638323.8K $0.32 %0.00 %as of May 31, 2026 ↗
Nova Fund Rydex Series Funds 2,617331.3K $0.13 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 2,545312.3K $0.22 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 2,494315.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,481314K $0.15 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,448300.4K $0.07 %0.00 %as of May 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 2,433308K $0.04 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 2,417305.9K $0.13 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,399294.4K $0.04 %0.00 %as of May 31, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 2,387293K $0.99 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 2,311283.6K $0.23 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,309289.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 2,308289.5K $0.59 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 2,295287.9K $0.12 %0.00 %as of Jul 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 2,280288.6K $6.34 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 2,279288.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 2,250284.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
The Free Markets ETF Tidal Trust I 2,209271.1K $1.80 %0.00 %as of May 31, 2026 ↗
Truth Social American Energy Security ETF Yorkville America Investment Trust 2,177275.6K $3.36 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 2,163273.8K $0.15 %0.00 %as of Jun 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 2,099257.6K $0.12 %0.00 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - Global Low Volatility Equity Fund FIL Investment Management (Luxembourg) S.A. 0.75 %as of Apr 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.69 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.17 %as of Sep 30, 2025 ↗

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
Utilities Fund American Century Quantitative Equity Funds, Inc. 7.57 %as of Jun 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 6.95 %as of Jun 30, 2026 ↗
PROFUND VP UTILITIES ProFunds 6.75 %as of Jun 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 6.40 %as of Jun 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 6.36 %as of Jul 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 6.34 %as of Jun 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 6.28 %as of May 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 6.03 %as of Jul 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 6.02 %as of May 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 5.98 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q38400222,215,847+0.7 %
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

Funds holding the debt of Duke Energy Corp

583 funds declare 1,637 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 FUND19246.2M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND19224.7M $as of Jun 30, 2026
VANGUARD WELLINGTON FUND13223.9M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6190.8M $as of May 31, 2026
VANGUARD WELLESLEY INCOME FUND9113.4M $as of Jun 30, 2026
JPMorgan Ultra-Short Income ETF295.8M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND592M $as of May 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF1277.5M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND475.7M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF2372.2M $as of May 31, 2026
Calamos Market Neutral Income Fund164.4M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND660.6M $as of Jun 30, 2026
JPMorgan Core Bond Fund356.5M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund853.6M $as of May 31, 2026
Fidelity U.S. Bond Index Fund1151.1M $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND347.3M $as of Jul 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF640.1M $as of May 31, 2026
PGIM Short-Term Corporate Bond Fund238.4M $as of Jun 30, 2026
Janus Henderson Balanced Fund136.1M $as of Jun 30, 2026
Fidelity Investment Grade Bond Central Fund136.1M $as of Jun 30, 2026
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND335.8M $as of Jul 31, 2026
Bond Fund of America235.6M $as of Jun 30, 2026
Federated Hermes Total Return Bond Fund433.1M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND632.8M $as of Jun 30, 2026
Loomis Sayles Investment Grade Bond Fund132.1M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Duke Energy Corp". https://titelia.com/en/stocks/duke-energy-corp-US26441C2044