Duke Energy

ISIN US26441C2044

WKN A1J0EV

Marktkapitalisatie (in EUR)

85,675 m

Land

United States

Sector

Utilities

Dividendrendement

3.30%

Overzicht

Koers

Beschrijving

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

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	85,675 m
WPA, EUR	5.59
KBV	2.0
K/W	20.4
Dividendrendement	3.30%

Winst- en verliesrekening (2025)

Omzet, EUR	28,575 m
Netto-inkomen, EUR	4,403 m
Winstmarge	15.41%

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	Weging	Investeringsfocus	Fondsgrootte (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)	0.13%	Aandelen Wereld	7.685
UBS Core MSCI World UCITS ETF USD acc	0.13%	Aandelen Wereld	8.111
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Aandelen Wereld Multi-assetstrategie	1.021
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	780
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.85%	Aandelen Wereld Covered Call Alternatieve beleggingen	71
Xtrackers MSCI World UCITS ETF 1D	0.11%	Aandelen Wereld	4.367
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Aandelen Wereld	35.920
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Aandelen Wereld Multi-factorstrategie	7
iShares MSCI North America UCITS ETF	0.17%	Aandelen Noord-Amerika	1.259
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.85%	Aandelen Wereld Covered Call Alternatieve beleggingen	17
UBS Core MSCI World UCITS ETF USD dis	0.13%	Aandelen Wereld	1.739
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.18%	Aandelen Verenigde Staten	27.234
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Aandelen Wereld Multi-factorstrategie	518
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.25%	Aandelen Wereld Dividend	2.148
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Aandelen Wereld	5.515
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.18%	Aandelen Verenigde Staten	4
UBS Core MSCI World UCITS ETF hGBP dis	0.13%	Aandelen Wereld	98
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Aandelen Wereld Multi-assetstrategie	38
UBS Core MSCI USA UCITS ETF USD dis	0.18%	Aandelen Verenigde Staten	1.190
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Aandelen Wereld	20.685
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Aandelen Wereld	25.943
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Aandelen Wereld Multi-assetstrategie	76
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.85%	Aandelen Wereld Covered Call Alternatieve beleggingen	1.213
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Aandelen Wereld Multi-assetstrategie	217
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.25%	Aandelen Wereld Dividend	7.962
UBS Core MSCI World UCITS ETF hEUR acc	0.13%	Aandelen Wereld	725
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.18%	Aandelen Verenigde Staten	191
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.18%	Aandelen Verenigde Staten	42.820
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Aandelen Wereld	3.702
iShares Global Infrastructure UCITS ETF USD (Dist)	3.13%	Aandelen Wereld Infrastructuur	2.004
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.17%	Aandelen Noord-Amerika	2.680
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.17%	Aandelen Noord-Amerika	2.431
iShares Core S&P 500 UCITS ETF USD (Dist)	0.18%	Aandelen Verenigde Staten	17.925
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.15%	Aandelen Wereld Multi-factorstrategie	2
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.91%	Aandelen Verenigde Staten Lage volatiliteit/Risico-gewogen	98
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Aandelen Wereld Multi-assetstrategie	97
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Aandelen Wereld Multi-assetstrategie	96

Prestaties

Rendementsoverzicht

YTD	+9,02%
1 maand	-4,85%
3 maanden	+5,37%
6 maanden	+1,11%
1 jaar	+1,36%
3 jaar	+22,53%
5 jaar	+30,13%
Since inception	+46,69%
2025	-3,45%
2024	+18,20%
2023	-9,70%
2022	+5,02%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).