Bank Julius Baer & Co
DUK icon

Bank Julius Baer & Co’s Duke Energy DUK Stock Holding History

Bank Julius Baer & Co’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.5M Buy
516,212
+14,353
+3% +$1.81M 0.17% 109
2026
Q1 		$65.8M Sell
501,859
-4,032
-0.8% -$504K 0.2% 99
2025
Q4 		$59.4M Buy
505,891
+323,991
+178% +$39.6M 0.16% 107
2025
Q3 		$22.5M Buy
181,900
+6,020
+3% +$731K 0.06% 147
2025
Q2 		$20.8M Buy
175,880
+13,504
+8% +$1.59M 0.06% 148
2025
Q1 		$19.6M Buy
162,376
+140,076
+628% +$16M 0.06% 150
2024
Q4 		$2.4M Buy
+22,300
New +$2.53M 0.01% 266
2022
Q3 		– Sell
-1,569
Closed -$168K – 592
2022
Q2 		$168K Hold
1,569
– – ﹤0.01% 425
2022
Q1 		$175K Sell
1,569
-649
-29% -$67.4K ﹤0.01% 427
2021
Q4 		$233K Buy
2,218
+638
+40% +$64.7K ﹤0.01% 517
2021
Q3 		$154K Sell
1,580
-6,270
-80% -$649K ﹤0.01% 581
2021
Q2 		$775K Sell
7,850
-630
-7% -$63.3K ﹤0.01% 383
2021
Q1 		$819K Sell
8,480
-552
-6% -$50.4K 0.01% 364
2020
Q4 		$827K Buy
9,032
+1,854
+26% +$171K 0.01% 380
2020
Q3 		$636K Buy
7,178
+2,617
+57% +$216K 0.01% 350
2020
Q2 		$364K Buy
4,561
+2,563
+128% +$217K ﹤0.01% 394
2020
Q1 		$162K Buy
+1,998
New +$184K ﹤0.01% 423

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank Julius Baer & Co's DUK Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Duke Energy (DUK) stake by 2.9% in Q2 2026, buying an estimated $1.81M and bringing the position to 516,212 shares worth $65.5M. The position accounts for 0.17% of the portfolio, ranked #109.

Bank Julius Baer & Co first reported a position in DUK in Q1 2020 and has held it in 17 quarters since. The position peaked at $65.8M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bank Julius Baer & Co held 516,212 shares of Duke Energy worth $65.5M as of Q2 2026.
  • Bank Julius Baer & Co bought 14,353 Duke Energy shares in Q2 2026, an estimated $1.81M.
  • Duke Energy made up 0.17% of Bank Julius Baer & Co's portfolio in Q2 2026, its #109 holding.
  • Bank Julius Baer & Co first reported a position in Duke Energy in Q1 2020 and has held it in 17 quarters since.
  • Bank Julius Baer & Co's Duke Energy position peaked at $65.8M in Q1 2026.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.