Funds holding Duke Energy Corp
859 funds declare a position · 244 ETFs and 615 other funds · 28.8B $· 28.4M SEK· 8.2M € · US26441C2044
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 24,703,784 | 3.2B $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 19,761,186 | 2.6B $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 3 | State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 13,341,195 | 1.7B $ | 7.15 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Core S&P 500 ETF iShares Trust | 10,001,078 | 1.3B $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 9,896,694 | 1.3B $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 6 | MFS Value Fund MFS SERIES TRUST I | 8,680,979 | 1.1B $ | 2.03 % | as of Feb 28, 2026 · Original filing |
| 7 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 7,195,675 | 942.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 5,292,398 | 692.5M $ | 6.28 % | as of Feb 28, 2026 · Original filing |
| 9 | Franklin Income Fund Franklin Custodian Funds | 5,000,000 | 654.7M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,384,955 | 574.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 4,254,220 | 551.1M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 3,065,735 | 397.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 13 | iShares MSCI USA Min Vol Factor ETF iShares Trust | 2,733,633 | 354.1M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| 14 | Franklin Utilities Fund Franklin Custodian Funds | 2,550,000 | 333.9M $ | 4.31 % | as of Mar 31, 2026 · Original filing |
| 15 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 2,352,225 | 308M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares Core Dividend Growth ETF iShares Trust | 2,226,789 | 288.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Global Infrastructure ETF iShares Trust | 2,161,959 | 283.1M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| 18 | Select Utilities Portfolio Fidelity Select Portfolios | 2,058,281 | 269.3M $ | 6.59 % | as of Feb 28, 2026 · Original filing |
| 19 | Capital Income Builder Capital Income Builder | 1,930,359 | 250.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 20 | THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,843,339 | 238.8M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS | 1,793,854 | 232.4M $ | 3.05 % | as of Apr 30, 2026 · Original filing |
| 22 | iShares Russell 1000 Value ETF iShares Trust | 1,786,580 | 233.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 23 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,723,395 | 223.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 24 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,659,502 | 217.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 25 | iShares Core High Dividend ETF iShares Trust | 1,641,523 | 212.7M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| 26 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,634,511 | 214M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 27 | Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 1,538,079 | 199.3M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,453,942 | 190.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 29 | Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,434,095 | 187.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 30 | Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,422,075 | 186.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 31 | iShares S&P 500 Value ETF iShares Trust | 1,341,807 | 175.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 32 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,297,365 | 168.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 1,263,789 | 163.7M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 1,191,483 | 154.4M $ | 6.29 % | as of Apr 30, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,150,900 | 150.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 36 | Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 1,063,249 | 139.2M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 37 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 970,940 | 127.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 38 | American Funds Global Balanced Fund American Funds Global Balanced Fund | 963,219 | 124.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 39 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 915,650 | 119.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 40 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 913,326 | 119.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity High Dividend ETF Fidelity Covington Trust | 847,074 | 109.7M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 42 | Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 801,839 | 104.9M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| 43 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 801,170 | 104.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 44 | iShares U.S. Infrastructure ETF iShares Trust | 777,441 | 101.8M $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| 45 | Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 767,337 | 100.5M $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| 46 | iShares U.S. Utilities ETF iShares Trust | 754,187 | 97.7M $ | 6.03 % | as of Apr 30, 2026 · Original filing |
| 47 | Nuveen Large Cap Value Fund TIAA-CREF Funds | 752,285 | 97.5M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 48 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 724,919 | 94.9M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 49 | S&P 500 Index Master Portfolio Master Investment Portfolio | 707,223 | 92.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 50 | iShares Core S&P U.S. Value ETF iShares Trust | 654,985 | 85.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 51 | Nuveen Equity Index Fund TIAA-CREF Funds | 645,313 | 83.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 52 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 640,292 | 83.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 53 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 617,479 | 80M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 54 | Equity Income Fund American Century Capital Portfolios, Inc. | 606,809 | 79.5M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 55 | First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 605,492 | 78.4M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 56 | GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 586,303 | 76.8M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| 57 | Franklin Equity Income Fund Franklin Investors Securities Trust | 585,000 | 75.8M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| 58 | iShares Russell 1000 ETF iShares Trust | 554,814 | 72.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 59 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 533,491 | 69.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 60 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 526,416 | 68.9M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 61 | Nuveen Core Equity Fund TIAA-CREF Funds | 507,355 | 65.7M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| 62 | Nomura Value Fund Delaware Group Equity Funds II | 494,778 | 64.7M $ | 3.30 % | as of Feb 27, 2026 · Original filing |
| 63 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 486,853 | 63.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 64 | Fidelity Balanced Fund Fidelity Puritan Trust | 481,710 | 63M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 65 | Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 481,186 | 62.3M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| 66 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 475,944 | 62.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 67 | NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 469,237 | 61.4M $ | 7.01 % | as of Mar 31, 2026 · Original filing |
| 68 | Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 467,268 | 61.2M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 69 | Large Cap Index Master Portfolio Master Investment Portfolio | 467,103 | 61.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 465,256 | 60.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 71 | MFS Total Return Fund MFS Series Trust V | 461,696 | 60.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 72 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 460,761 | 59.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 73 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 452,593 | 59.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 74 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 452,465 | 59.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 75 | GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 443,148 | 58M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 438,080 | 57.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 77 | THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 426,132 | 55.8M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 78 | JNL/Mellon Utilities Sector Fund JNL Series Trust | 421,329 | 55.2M $ | 6.43 % | as of Mar 31, 2026 · Original filing |
| 79 | Mid Cap Value Fund American Century Capital Portfolios, Inc. | 416,367 | 54.5M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 80 | THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 413,392 | 53.6M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 81 | Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 412,451 | 54M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| 82 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 410,236 | 53.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 83 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 409,860 | 53.6M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 84 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 403,007 | 52.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 85 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 395,525 | 51.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 86 | MFS Value Portfolio Brighthouse Funds Trust II | 390,746 | 51.2M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| 87 | TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 378,733 | 49.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 88 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 375,593 | 49.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 89 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 364,895 | 47.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 90 | VOYA LARGE CAP VALUE FUND Voya Equity Trust | 359,494 | 47M $ | 2.90 % | as of Feb 28, 2026 · Original filing |
| 91 | MFS Research Fund MFS Series Trust V | 357,167 | 46.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 92 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 352,656 | 46.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 93 | HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 346,500 | 45.4M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 94 | iShares S&P 100 ETF iShares Trust | 343,401 | 45M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 95 | iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 341,168 | 44.6M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| 96 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 332,274 | 43.5M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| 97 | Transamerica Large Cap Value TRANSAMERICA FUNDS | 326,967 | 42.4M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| 98 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 316,417 | 41M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 99 | FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 313,664 | 40.6M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 100 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 311,555 | 40.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2437 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 69,323,870 | 9.1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 44,532,642 | 5.8B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 20,047,801 | 2.6B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14,391,296 | 1.9B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,679,831 | 1.7B $ | as of Mar 31, 2026 |
| FMR LLC | 10,752,153 | 1.4B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 10,370,071 | 1.4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 9,348,566 | 1.2B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,104,608 | 1.2B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 7,893,389 | 1B $ | as of Mar 31, 2026 |
| GQG Partners LLC | 7,802,463 | 1B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 7,362,197 | 964M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 6,617,155 | 866.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 6,437,513 | 842.9M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 6,174,653 | 808.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,361,692 | 702.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 4,910,491 | 643M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,830,084 | 632.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 4,786,720 | 627.6M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 4,485,760 | 587.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,036,727 | 531.7M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,983,128 | 521.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,886,189 | 508.9M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 3,817,183 | 499.8M $ | as of Mar 31, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3,569,308 | 467.4M $ | as of Mar 31, 2026 |