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
LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,957256.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 1,938251.1K $2.14 %0.00 %as of Apr 30, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 1,846239.1K $0.06 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,845241.6K $0.23 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,835240.1K $0.17 %0.00 %as of Feb 28, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,820235.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA ENERGY FUND Spirit of America Investment Fund, Inc. 1,750229K $0.14 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,737227.4K $0.16 %0.00 %as of Mar 31, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 1,702220.5K $0.85 %0.00 %as of Apr 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 1,694221.8K $0.72 %0.00 %as of Mar 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 1,666218.1K $4.94 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,629211K $0.11 %0.00 %as of Apr 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 1,616211.6K $1.04 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 1,568205.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,557203.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 1,552203.2K $0.36 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,487194.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 1,482194.1K $0.42 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 1,478193.4K $0.01 %0.00 %as of Feb 27, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 1,468192.2K $1.14 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,457188.8K $0.13 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,453190.3K $0.13 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 1,433185.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 1,429185.1K $0.99 %0.00 %as of Apr 30, 2026 ↗
Gotham Neutral Fund FundVantage Trust 1,428187K $0.17 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 1,422186.2K $0.31 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,418185.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 1,400183.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,383181K $0.05 %0.00 %as of Feb 28, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 1,276167K $0.07 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,248163.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 1,244162.9K $0.19 %0.00 %as of Mar 31, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 1,238160.4K $0.23 %0.00 %as of Apr 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1,231161.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,222160K $0.18 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 1,211156.9K $0.16 %0.00 %as of Apr 30, 2026 ↗
Nomura VIP Total Return Series Delaware VIP Trust 1,208158.2K $0.45 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 1,137148.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 1,101144.1K $0.20 %0.00 %as of Feb 28, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 1,100144K $0.09 %0.00 %as of Mar 31, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 1,095143.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,077141K $0.13 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,067139.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,035135.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 1,035135.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,031134.9K $0.18 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 1,000130.9K $0.13 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 977127.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 951124.5K $0.27 %0.00 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 9281.2M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 916118.7K $0.14 %0.00 %as of Apr 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 907117.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 884115.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II 874114.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 874113.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 870113.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 861112.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I 853111.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nicholas Nuclear Income ETF Tidal Trust II 852110.4K $4.54 %0.00 %as of Apr 30, 2026 ↗
Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I 835109.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 829107.4K $0.17 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 812106.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 806104.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 797103.3K $0.84 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 785102.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 773101.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 70091.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 69691.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 68589.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 68589.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 66587K $0.16 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 64884.8K $0.25 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 64483.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 63583.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 62581K $0.17 %0.00 %as of Apr 30, 2026 ↗
ALPS Nautilus SMR Nuclear & Technology ETF ALPS ETF TRUST 62281.4K $1.37 %0.00 %as of Feb 28, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 60078.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 59977.6K $0.12 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 57074.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 53169.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 52668.8K $0.19 %0.00 %as of Feb 28, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 51166.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC TOTAL RETURN FUND Hussman Investment Trust 50065.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 49965.3K $0.24 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 49964.6K $0.13 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 49364.6K $0.40 %0.00 %as of Mar 31, 2026 ↗
TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust 47061.5K $1.95 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 46861.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 44458.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 44457.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 44457.5K $0.85 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 43857.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Vistashares Electrification Supercycle ETF Tidal Trust III 41954.8K $0.23 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 41654.5K $0.22 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 40653.2K $0.47 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 39852.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 39251.3K $0.20 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 38750.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 38549.9K $0.39 %0.00 %as of Apr 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 35045.8K $0.20 %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