As of the latest SEC filings, Duke Energy CORP (DUKB) is held by 10 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $33,051,272.32 in market value, representing 0.25% of its portfolio.
Funds holding Duke Energy CORP (DUKB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DUKB
- CIK:
- 0001326160
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.25% | $33,051,272.32 | 1,422,784 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.45% | $17,995,996.48 | 730,357 | Feb 28, 2026 | Apr 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.65% | $13,992,846.03 | 602,361 | Mar 31, 2026 | May 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.42% | $9,349,229.12 | 379,433 | Feb 28, 2026 | Apr 29, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.13% | $7,145,241.02 | 290,221 | Feb 28, 2026 | Apr 24, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.68% | $4,767,771.66 | 205,242 | Mar 31, 2026 | May 28, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.07% | $802,433.89 | 34,543 | Mar 31, 2026 | May 28, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.16% | $777,717.17 | 33,479 | Mar 31, 2026 | May 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.63% | $514,558.00 | 20,900 | Feb 28, 2026 | Apr 24, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.16% | $200,963.84 | 8,156 | Feb 28, 2026 | Apr 28, 2026 |
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