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Sunday, October 4, 2026The Morning Brief →Sign in

Who holds DUKDUKE ENERGY

60 funds on our shelf carry DUKE ENERGY — heaviest hand: XLU at 7.16% of its book.

FundWeightFund assetsShares held
XLUUtilities Select Sector SPDR FundINDEX7.16%$22.1B12,873,846
VPUVanguard Utilities Index FundINDEX6.41%$6.2B5,372,016
IDUiShares U.S. Utilities ETFINDEX6.03%$1.3B719,140
UPWProShares Ultra UtilitiesINDEX5.22%$11M7,155
JXIiShares Global Utilities ETFINDEX4.31%$379M139,968
PUIInvesco Dorsey Wright Utilities Momentum ETFINDEX4.02%$49M16,940
ZAPGlobal X U.S. Electrification ETF3.88%—148,539
POWRiShares U.S. Power Infrastructure ETF3.68%—139,874
RSPUInvesco S&P 500 Equal Weight Utilities ETFINDEX3.26%$475M135,601
IFRAiShares U.S. Infrastructure ETFINDEX2.65%$4.1B943,147
IGFiShares Global Infrastructure ETFINDEX2.61%$10.2B2,321,473
SPHDInvesco S&P 500 High Dividend Low Volatility ETFINDEX1.48%$3.3B412,159
LGLVState Street SPDR US Large Cap Low Volatility Index ETFINDEX1.44%$1.2B130,053
USMViShares MSCI USA Min Vol Factor ETFINDEX1.32%$23.2B2,705,998
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETFINDEX1.27%$7.2B737,782
SPLVInvesco S&P 500 Low Volatility ETFINDEX1.26%$7.1B766,430
ACWViShares MSCI Global Min Vol Factor ETFINDEX1.12%$3.3B323,710
VFMVVanguard U.S. Minimum Volatility ETFINDEX1.00%$119M40,876
EQWLInvesco S&P 100 Equal Weight ETFINDEX0.96%$2.8B233,872
DYNFBLACKROCK US EQUITY FACTOR ROTATION ETF0.92%$42B3,420,443
SPVMInvesco S&P 500 Value with Momentum ETFINDEX0.77%$133M8,879
DGROiShares Core Dividend Growth ETFINDEX0.74%$41.9B2,747,319
PFFDGlobal X U.S. Preferred ETFINDEX0.66%$2.4B618,377
DGTState Street SPDR Global Dow ETFINDEX0.59%$634M28,654
QUSState Street SPDR MSCI USA StrategicFactors ETFINDEX0.53%$1.6B72,374
QWLDState Street SPDR MSCI World StrategicFactors ETFINDEX0.49%$175M7,541
MGVVanguard Morningstar Mega Cap Value ETFINDEX0.43%$8.2B500,208
VYMVanguard High Dividend Yield Index FundINDEX0.38%$58.1B3,160,676
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.36%$13M401
IWXiShares Russell Top 200 Value ETFINDEX0.34%$3.9B107,630
VTVVanguard Value Index FundINDEX0.34%$125.5B7,439,763
PFMInvesco Dividend Achievers ETFINDEX0.33%$779M22,206
VOOVVanguard S&P 500 Value ETFINDEX0.31%$5.2B181,158
SPYVState Street SPDR Portfolio S&P 500 Value ETFINDEX0.30%$36.2B953,818
IVEiShares S&P 500 Value ETFINDEX0.30%$49.1B1,288,941
IUSViShares Core S&P U.S. Value ETFINDEX0.29%$27.5B682,921
ILCViShares Morningstar Value ETFINDEX0.26%$1.3B30,293
VONVVanguard Russell 1000 Value ETFINDEX0.25%$9.2B494,690
PRFInvesco RAFI US 1000 ETFINDEX0.25%$9.9B212,351
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.24%$334M7,049
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.24%$2B42,117
IWDiShares Russell 1000 Value ETFINDEX0.24%$82.4B1,733,366
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF0.20%—40
PFFiShares Preferred and Income Securities ETFINDEX0.20%$12.3B1,213,394
EQALInvesco Russell 1000 Equal Weight ETFINDEX0.19%$807M13,630
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX0.18%$1.7B26,745
LRGFiShares U.S. Equity Factor ETFINDEX0.18%$3.7B56,777
OEFiShares S&P 100 ETFINDEX0.18%$20.7B325,108
VLUState Street SPDR S&P 1500 Value Tilt ETFINDEX0.17%$753M11,546
MGCVanguard Mega Cap Index FundINDEX0.17%$6B155,921
RWLInvesco S&P 500 Revenue ETFINDEX0.16%$9.8B137,510
TOPCiShares S&P 500 3% Capped ETF0.16%—473
SPXVProShares S&P 500 Ex-Health Care ETFINDEX0.16%$22M533
IWLiShares Russell Top 200 ETFINDEX0.15%$2.3B30,444
ONEOState Street SPDR Russell 1000 Momentum Focus ETFINDEX0.15%$30M392
VOOVanguard 500 Index FundINDEX0.14%$500.4B20,714,133
VVVanguard Morningstar Large-Cap ETFINDEX0.14%$37.4B915,757
XRMIGlobal X S&P 500 Risk Managed Income ETFACTIVE0.14%$37M745
CATHGlobal X S&P 500 Catholic Values ETFINDEX0.14%$908M16,253
SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFINDEX0.14%$2.9B34,584

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