Duke Energy

ISIN US26441C2044

WKN A1J0EV

Market cap (in EUR)

77,132 m

Country

United States

Sector

Utilities

Dividend yield

3.61%

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

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Financials

Key metrics

Market capitalisation, EUR	77,132 m
EPS, EUR	5.76
P/B ratio	1.8
P/E ratio	18.4
Dividend yield	3.61%

Income statement (2024)

Revenue, EUR	28,064 m
Net income, EUR	4,173 m
Profit margin	14.87%

What ETF is Duke Energy in?

There are 39 ETFs which contain Duke Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Duke Energy is the 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)	0.31%	Equity World Multi-Factor Strategy	0
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,356
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	5,308
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Equity World Multi-Asset Strategy	864
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	662
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.83%	Equity World Covered Call Alternative Investments	72
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,457
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	26,469
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.21%	Equity World Multi-Factor Strategy	0
iShares MSCI North America UCITS ETF	0.15%	Equity North America	1,090
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,287
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.17%	Equity United States	25,377
Invesco Global Enhanced Equity UCITS ETF Acc	0.21%	Equity World Multi-Factor Strategy	266
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.26%	Equity World Dividend	1,391
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	4,742
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.16%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	92
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	34
UBS Core MSCI USA UCITS ETF USD dis	0.16%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	18,562
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	21,254
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	64
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.83%	Equity World Covered Call Alternative Investments	1,127
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	186
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.26%	Equity World Dividend	6,396
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.16%	Equity United States	328
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.17%	Equity United States	42,491
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	153
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,479
iShares Global Infrastructure UCITS ETF USD (Dist)	3.29%	Equity World Infrastructure	1,476
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,478
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,108
iShares Core S&P 500 UCITS ETF USD (Dist)	0.17%	Equity United States	17,364
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.57%	Equity United States Momentum	10
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.71%	Equity United States Low Volatility/Risk Weighted	99
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	87
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	85

Performance

Returns overview

YTD	-4.41%
1 month	-7.17%
3 months	-4.97%
6 months	-1.98%
1 year	-5.08%
3 years	+2.27%
5 years	+34.84%
Since inception (MAX)	+33.21%
2024	+18.20%
2023	-9.70%
2022	+5.02%
2021	+25.79%

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).