Duke Energy

ISIN US26441C2044

 | 

WKN A1J0EV

Market cap (in EUR)
77,314 m
Country
United States
Sector
Utilities
Dividend yield
3.59%
 

Overview

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 77,314 m
EPS, EUR 5.58
P/B ratio 1.8
P/E ratio 19.4
Dividend yield 3.59%

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 172 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 SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.13%
Equity
United States
Multi-Factor Strategy
7
UBS Core MSCI World UCITS ETF USD acc 0.13%
Equity
World
2,505
UBS Core MSCI World UCITS ETF hCHF acc 0.13%
Equity
World
376
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 0.75%
Equity
United States
Low Volatility/Risk Weighted
36
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
400
iShares Core MSCI World UCITS ETF USD (Dist) 0.12%
Equity
World
392
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.19%
Equity
United States
Equal Weighted
8,279
Xtrackers MSCI World Utilities UCITS ETF 1C 4.64%
Equity
World
Utilities
452
Invesco FTSE RAFI All World 3000 UCITS ETF 0.17%
Equity
World
Fundamental/Quality
86
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.05%
Equity
World
1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 0.17%
Equity
United States
48
SPDR S&P 500 UCITS ETF (Acc) 0.18%
Equity
United States
8,386
UBS MSCI USA NSL UCITS ETF USD acc 0.17%
Equity
United States
2,496
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 0.75%
Equity
United States
Low Volatility/Risk Weighted
4
Ossiam US Minimum Variance ESG UCITS ETF 1A (EUR) 2.23%
Equity
United States
Low Volatility/Risk Weighted
14
UBS Core MSCI World UCITS ETF USD dis 0.13%
Equity
World
917
Amundi Prime All Country World UCITS ETF Acc 0.11%
Equity
World
229
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 1.50%
Equity
United States
Low Volatility/Risk Weighted
4
UBS MSCI World UCITS ETF USD dis 0.12%
Equity
World
1,241
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) 0.84%
Equity
World
Low Volatility/Risk Weighted
53
Vanguard FTSE Developed World UCITS ETF Acc 0.12%
Equity
World
3,880
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.21%
Equity
United States
-
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) 7.20%
Equity
United States
Utilities
507
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.19%
Equity
United States
Equal Weighted
524
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.12%
Equity
World
2,579
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.64%
Equity
World
Value
Alternative Investments
911
UBS MSCI USA Value UCITS ETF USD dis 0.37%
Equity
United States
Value
452
Amundi MSCI USA UCITS ETF Acc 0.17%
Equity
United States
1,491
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 2.13%
Equity
United States
Low Volatility/Risk Weighted
83
SPDR S&P 500 UCITS ETF (Dist) 0.18%
Equity
United States
13,457
SPDR MSCI World UCITS ETF 0.12%
Equity
World
11,060
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.19%
Equity
United States
Equal Weighted
1
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD 0.17%
Equity
United States
Social/Environmental
680
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.12%
Equity
World
39
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.19%
Equity
United States
Equal Weighted
591
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.15%
Equity
United States
Multi-Factor Strategy
153
Deka MSCI World UCITS ETF Distribution 0.13%
Equity
World
3,526
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD) 2.23%
Equity
United States
Low Volatility/Risk Weighted
6
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.18%
Equity
United States
756
Vanguard FTSE Developed World UCITS ETF Distributing 0.12%
Equity
World
3,153
iShares Global Infrastructure UCITS ETF USD (Dist) 3.12%
Equity
World
Infrastructure
1,468
Invesco FTSE RAFI US 1000 UCITS ETF 0.39%
Equity
United States
Fundamental/Quality
466
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.17%
Equity
North America
1,661
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc) 3.12%
Equity
World
Infrastructure
30
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C 0.85%
Equity
World
Low Volatility/Risk Weighted
661
HSBC S&P 500 UCITS ETF USD 0.18%
Equity
United States
6,218
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged 0.19%
Equity
United States
Equal Weighted
35
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.19%
Equity
United States
Equal Weighted
930
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.11%
Equity
World
60
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.17%
Equity
United States
332
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.12%
Equity
World
243
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.64%
Equity
World
Value
Alternative Investments
91
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.12%
Equity
World
189
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.05%
Equity
World
10
Xtrackers MSCI World UCITS ETF 1D 0.12%
Equity
World
4,041
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.20%
Equity
United States
Social/Environmental
Climate Change
152
Invesco FTSE All-World UCITS ETF Acc 0.05%
Equity
World
1,416
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.18%
Equity
United States
529
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD) 0.18%
Equity
United States
Multi-Factor Strategy
Climate Change
20
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.18%
Equity
United States
21,400
UBS Core MSCI USA UCITS ETF USD acc 0.17%
Equity
United States
1,663
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged 0.19%
Equity
United States
Equal Weighted
166
Deka S&P 500 UCITS ETF 0.18%
Equity
United States
73
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.18%
Equity
United States
36
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
280
HSBC MSCI World UCITS ETF CHF hedged 0.12%
Equity
World
44
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.12%
Equity
World
438
Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc 1.83%
Equity
United States
Low Volatility/Risk Weighted
4
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.13%
Equity
United States
Multi-Factor Strategy
85
Amundi MSCI World UCITS ETF DR - USD (D) 0.13%
Equity
World
820
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.12%
Equity
World
1,444
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.40%
Equity
United States
39
SPDR S&P 500 Low Volatility UCITS ETF 1.11%
Equity
United States
Low Volatility/Risk Weighted
119
Amundi MSCI USA UCITS ETF Dist 0.17%
Equity
United States
-
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.27%
Equity
World
Dividend
5,256
Amundi Core S&P 500 UCITS ETF Acc 0.18%
Equity
United States
5
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.36%
Equity
United States
Value
156
Vanguard FTSE North America UCITS ETF Distributing 0.17%
Equity
North America
2,097
Xtrackers S&P 500 UCITS ETF 4C 0.18%
Equity
United States
277
UBS Core S&P 500 UCITS ETF hGBP dis 0.18%
Equity
United States
47
iShares Core S&P 500 UCITS ETF USD (Dist) 0.18%
Equity
United States
16,358
First Trust US Equity Income UCITS ETF GBP Hedged Distributing 0.50%
Equity
United States
Dividend
0
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR) 0.18%
Equity
United States
Multi-Factor Strategy
Climate Change
4
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) 0.84%
Equity
World
Low Volatility/Risk Weighted
111
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.84%
Equity
World
Low Volatility/Risk Weighted
2,684
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 2.13%
Equity
United States
Low Volatility/Risk Weighted
991
Invesco S&P 500 High Dividend Low Volatility UCITS ETF 1.83%
Equity
United States
Low Volatility/Risk Weighted
288
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
715
iShares MSCI World UCITS ETF (Dist) 0.13%
Equity
World
6,904
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.12%
Equity
World
1,215
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.33%
Equity
United States
Multi-Factor Strategy
38
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 0.18%
Equity
United States
1,116
Amundi Prime Global UCITS ETF Acc 0.13%
Equity
World
820
SPDR S&P 500 EUR Hedged UCITS ETF 0.18%
Equity
United States
1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.18%
Equity
United States
7,182
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.11%
Equity
World
19,892
Deka MSCI USA Large Cap UCITS ETF 0.20%
Equity
United States
Large Cap
107
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.13%
Equity
United States
Multi-Factor Strategy
28
HSBC MSCI World UCITS ETF USD (Acc) 0.12%
Equity
World
863
iShares Global Infrastructure UCITS ETF USD (Acc) 3.12%
Equity
World
Infrastructure
29
Xtrackers MSCI USA UCITS ETF 1D 0.17%
Equity
United States
226
HSBC MSCI World UCITS ETF USD 0.12%
Equity
World
10,599
Ossiam Bloomberg World PAB UCITS ETF 1A EUR 0.04%
Equity
World
Social/Environmental
Climate Change
114
UBS Core S&P 500 UCITS ETF hEUR acc 0.18%
Equity
United States
93
iShares MSCI North America UCITS ETF 0.16%
Equity
North America
1,082
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.12%
Equity
World
46
L&G Global Equity UCITS ETF 0.13%
Equity
World
Social/Environmental
642
Invesco Global Enhanced Equity UCITS ETF Acc 0.27%
Equity
World
Multi-Factor Strategy
121
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.27%
Equity
World
Dividend
1,081
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.18%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.13%
Equity
World
64
iShares MSCI ACWI UCITS ETF USD (Acc) 0.10%
Equity
World
17,827
HSBC S&P 500 UCITS ETF USD (Acc) 0.18%
Equity
United States
372
Xtrackers MSCI USA UCITS ETF 1C 0.17%
Equity
United States
8,817
iShares STOXX Global Select Dividend 100 UCITS ETF (DE) 0.52%
Equity
World
Dividend
2,924
UBS Core MSCI World UCITS ETF hEUR acc 0.13%
Equity
World
126
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.17%
Equity
United States
105
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.18%
Equity
United States
39,622
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.13%
Equity
United States
Multi-Factor Strategy
24
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.11%
Equity
World
415
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.12%
Equity
World
8
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.19%
Equity
United States
Equal Weighted
3,407
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.12%
Equity
World
897
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.19%
Equity
United States
Equal Weighted
2
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.17%
Equity
United States
325
Amundi MSCI World UCITS ETF Acc 0.13%
Equity
World
8,682
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.12%
Equity
World
4,361
Deka MSCI USA UCITS ETF 0.18%
Equity
United States
336
Invesco FTSE All-World UCITS ETF Dist 0.05%
Equity
World
127
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.54%
Equity
United States
Momentum
11
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 2.13%
Equity
United States
Low Volatility/Risk Weighted
108
First Trust US Equity Income UCITS ETF Acc 0.50%
Equity
United States
Dividend
29
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.18%
Equity
United States
35
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.33%
Equity
United States
Multi-Factor Strategy
104
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.18%
Equity
United States
51
UBS Core MSCI USA UCITS ETF hGBP acc 0.17%
Equity
United States
37
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 0.29%
Equity
World
Momentum
2,619
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.12%
Equity
United States
Low Volatility/Risk Weighted
29
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.12%
Equity
World
447
Amundi Prime Global UCITS ETF Dist 0.13%
Equity
World
1,339
iShares Core MSCI World UCITS ETF USD (Acc) 0.12%
Equity
World
93,253
Xtrackers MSCI World UCITS ETF 1C 0.12%
Equity
World
14,241
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.27%
Equity
World
Multi-Factor Strategy
-
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.18%
Equity
United States
2,887
SPDR S&P U.S. Utilities Select Sector UCITS ETF USD 7.31%
Equity
United States
Utilities
96
First Trust US Equity Income UCITS ETF Dist 0.50%
Equity
United States
Dividend
335
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.12%
Equity
World
399
iShares Core S&P 500 UCITS ETF USD (Acc) 0.18%
Equity
United States
101,779
L&G US Equity UCITS ETF 0.18%
Equity
United States
Social/Environmental
821
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.12%
Equity
World
499
Amundi Prime All Country World UCITS ETF Dist 0.11%
Equity
World
2,193
UBS Core MSCI USA UCITS ETF USD dis 0.17%
Equity
United States
1,036
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.11%
Equity
World
16,553
First Trust Value Line® Dividend Index UCITS ETF Acc 0.45%
Equity
United States
Dividend
6
iShares Edge MSCI USA Momentum Factor UCITS ETF 0.54%
Equity
United States
Momentum
464
SPDR MSCI All Country World UCITS ETF (Acc) 0.11%
Equity
World
3,952
Xtrackers MSCI World Momentum UCITS ETF 1C 0.29%
Equity
World
Momentum
1,414
iShares MSCI USA UCITS ETF (Acc) 0.17%
Equity
United States
1,839
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.17%
Equity
United States
225
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.29%
Equity
World
Multi-Factor Strategy
173
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.05%
Equity
World
7
SPDR MSCI World Utilities UCITS ETF USD 4.69%
Equity
World
Utilities
39
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.84%
Equity
World
Low Volatility/Risk Weighted
15
Ossiam Bloomberg World PAB UCITS ETF 1A USD 0.04%
Equity
World
Social/Environmental
Climate Change
2
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.84%
Equity
World
Low Volatility/Risk Weighted
372
UBS Core S&P 500 UCITS ETF USD dis 0.18%
Equity
United States
736
Franklin US Dividend Tilt UCITS ETF (Dis) 0.50%
Equity
United States
Dividend
2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.18%
Equity
United States
439
UBS Core S&P 500 UCITS ETF hCHF acc 0.18%
Equity
United States
322
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.18%
Equity
United States
4
UBS MSCI USA UCITS ETF USD dis 0.18%
Equity
United States
472
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.17%
Equity
United States
441

Performance

Returns overview

YTD +0.29%
1 month +1.15%
3 months -5.26%
6 months -2.21%
1 year +9.17%
3 years -2.35%
5 years +35.83%
Since inception (MAX) +32.86%
2024 +12.80%
2023 -11.52%
2022 +10.98%
2021 +16.91%

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 18.53%
Volatility 3 years 19.00%
Volatility 5 years 19.39%
Return per risk 1 year 0.50
Return per risk 3 years -0.04
Return per risk 5 years 0.33
Maximum drawdown 1 year -10.79%
Maximum drawdown 3 years -27.76%
Maximum drawdown 5 years -27.76%
Maximum drawdown since inception -27.76%

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.