Duke Energy

ISIN US26441C2044

 | 

WKN A1J0EV

Market cap (in EUR)
79,460 m
Country
United States
Sector
Utilities
Dividend yield
3.47%
 

Overview

Quote

Description

Duke Energy Corp. engages in the distribution of natural gas and energy-related services. It operates through the following segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Other. The Electric Utilities and Infrastructure segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The Gas Utilities and Infrastructure segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The Other segment includes interest expense on holding company debt, unallocated corporate costs, and Bison which is a wholly owned captive insurance company. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.
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Utilities Energy Utilities United States

Chart

Financials

Key metrics

Market capitalisation, EUR 79,460 m
EPS, EUR 5.59
P/B ratio 1.9
P/E ratio 19.2
Dividend yield 3.47%

Winst- en verliesrekening (2024)

Revenue, EUR 28,575 m
Net income, EUR 4,403 m
Profit margin 14.87%

In welke ETF zit Duke Energy?

Er zijn 39 ETF's die Duke Energy bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Duke Energy is de iShares Global Infrastructure UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,30%
Aandelen
Wereld
Multi-factorstrategie
0
iShares MSCI World UCITS ETF (Dist) 0,12%
Aandelen
Wereld
7.408
UBS Core MSCI World UCITS ETF USD acc 0,12%
Aandelen
Wereld
6.471
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,08%
Aandelen
Wereld
Multi-assetstrategie
923
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,03%
Aandelen
Wereld
Multi-assetstrategie
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,05%
Aandelen
Wereld
Multi-assetstrategie
709
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0,76%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
74
Xtrackers MSCI World UCITS ETF 1D 0,11%
Aandelen
Wereld
4.630
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,10%
Aandelen
Wereld
29.504
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,20%
Aandelen
Wereld
Multi-factorstrategie
7
iShares MSCI North America UCITS ETF 0,15%
Aandelen
Noord-Amerika
1.064
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0,79%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
6
UBS Core MSCI World UCITS ETF USD dis 0,11%
Aandelen
Wereld
1.346
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0,16%
Aandelen
Verenigde Staten
25.842
Invesco Global Enhanced Equity UCITS ETF Acc 0,20%
Aandelen
Wereld
Multi-factorstrategie
388
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,25%
Aandelen
Wereld
Dividend
1.760
Vanguard FTSE Developed World UCITS ETF Acc 0,11%
Aandelen
Wereld
4.972
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0,16%
Aandelen
Verenigde Staten
2
UBS Core MSCI World UCITS ETF hGBP dis 0,12%
Aandelen
Wereld
95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,03%
Aandelen
Wereld
Multi-assetstrategie
35
UBS Core MSCI USA UCITS ETF USD dis 0,16%
Aandelen
Verenigde Staten
1.163
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,10%
Aandelen
Wereld
19.376
iShares MSCI ACWI UCITS ETF USD (Acc) 0,10%
Aandelen
Wereld
22.649
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,08%
Aandelen
Wereld
Multi-assetstrategie
69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0,79%
Aandelen
Wereld
Covered Call
Alternatieve beleggingen
1.166
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,03%
Aandelen
Wereld
Multi-assetstrategie
202
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,25%
Aandelen
Wereld
Dividend
7.322
UBS Core MSCI World UCITS ETF hEUR acc 0,12%
Aandelen
Wereld
403
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0,16%
Aandelen
Verenigde Staten
268
Vanguard S&P 500 UCITS ETF (USD) Distributing 0,16%
Aandelen
Verenigde Staten
41.702
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0,15%
Aandelen
Verenigde Staten
Multi-factorstrategie
144
Vanguard FTSE Developed World UCITS ETF Distributing 0,11%
Aandelen
Wereld
3.557
iShares Global Infrastructure UCITS ETF USD (Dist) 3,17%
Aandelen
Wereld
Infrastructuur
1.607
Vanguard FTSE North America UCITS ETF (USD) Distributing 0,16%
Aandelen
Noord-Amerika
2.500
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0,16%
Aandelen
Noord-Amerika
2.100
iShares Core S&P 500 UCITS ETF USD (Dist) 0,17%
Aandelen
Verenigde Staten
17.090
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0,69%
Aandelen
Verenigde Staten
Lage volatiliteit/Risico-gewogen
98
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,05%
Aandelen
Wereld
Multi-assetstrategie
91
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,03%
Aandelen
Wereld
Multi-assetstrategie
92

Performance

Returns overview

YTD +5.46%
1 month +5.08%
3 months -1.24%
6 months -2.44%
1 year -6.32%
3 years +13.80%
5 years +41.10%
Since inception (MAX) +41.90%
2025 -3.45%
2024 +18.20%
2023 -9.70%
2022 +5.02%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 16.77%
Volatility 3 years 17.26%
Volatility 5 years 17.94%
Return per risk 1 year -0.38
Return per risk 3 years 0.25
Return per risk 5 years 0.40
Maximum drawdown 1 year -13.94%
Maximum drawdown 3 years -13.94%
Maximum drawdown 5 years -28.27%
Maximum drawdown since inception -28.27%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.