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Swiss Life Asset Management’s Duke Energy DUK Stock Holding History

Swiss Life Asset Management’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 		$18.7M Sell
147,934
-40,552
-22% -$5.12M 0.08% 189
2026
Q1 		$36.7M Buy
188,486
+111,134
+144% +$13.9M 0.18% 104
2025
Q4 		$9.07M Buy
77,352
+832
+1% +$102K 0.05% 281
2025
Q3 		$9.47M Buy
76,520
+3,001
+4% +$364K 0.05% 277
2025
Q2 		$8.68M Buy
73,519
+10,953
+18% +$1.29M 0.05% 261
2025
Q1 		$7.63M Buy
62,566
+12,381
+25% +$1.41M 0.06% 264
2024
Q4 		$5.4M Sell
50,185
-121,790
-71% -$13.8M 0.04% 299
2024
Q3 		$19.8M Buy
171,975
+66,259
+63% +$7.37M 0.23% 99
2024
Q2 		$10.6M Buy
105,716
+17,454
+20% +$1.75M 0.13% 154
2024
Q1 		$8.54M Sell
88,262
-13,310
-13% -$1.26M 0.12% 160
2023
Q4 		$9.87M Buy
101,572
+57,103
+128% +$5.19M 0.12% 202
2023
Q3 		$3.92M Sell
44,469
-118,452
-73% -$10.9M 0.06% 336
2023
Q2 		$14.6M Sell
162,921
-88,237
-35% -$8.33M 0.22% 103
2023
Q1 		$24.2M Buy
251,158
+35,448
+16% +$3.5M 0.36% 53
2022
Q4 		$22.3M Buy
215,710
+3,101
+1% +$298K 0.37% 51
2022
Q3 		$19.8M Buy
212,609
+962
+0.5% +$103K 0.34% 57
2022
Q2 		$22.7M Buy
211,647
+8,684
+4% +$955K 0.37% 53
2022
Q1 		$22.6M Buy
202,963
+6,316
+3% +$656K 0.32% 70
2021
Q4 		$20.6M Buy
196,647
+9,937
+5% +$1.01M 0.27% 83
2021
Q3 		$18.2M Sell
186,710
-14,599
-7% -$1.51M 0.25% 88
2021
Q2 		$17.2M Sell
201,309
-17,753
-8% -$1.78M 0.17% 103
2021
Q1 		$21.1M Sell
219,062
-2,221
-1% -$203K 0.3% 68
2020
Q4 		$20.2M Buy
221,283
+137,678
+165% +$12.7M 0.3% 68
2020
Q3 		$7.38M Sell
83,605
-12,160
-13% -$1M 0.11% 152
2020
Q2 		$7.66M Buy
95,765
+20,808
+28% +$1.76M 0.12% 139
2020
Q1 		$6.07M Buy
74,957
+3,472
+5% +$319K 0.12% 150
2019
Q4 		$6.53M Sell
71,485
-14,099
-16% -$1.29M 0.12% 149
2019
Q3 		$8.2M Sell
85,584
-65,801
-43% -$5.99M 0.11% 142
2019
Q2 		$13.3M Buy
151,385
+8,942
+6% +$790K 0.16% 112
2019
Q1 		$12.8M Sell
142,443
-39,077
-22% -$3.45M 0.16% 117
2018
Q4 		$15.7M Sell
181,520
-118,137
-39% -$10.1M 0.32% 99
2018
Q3 		$24M Sell
299,657
-48,821
-14% -$3.95M 0.32% 88
2018
Q2 		$27.6M Buy
348,478
+55,326
+19% +$4.26M 0.41% 65
2018
Q1 		$22.7M Sell
293,152
-43,590
-13% -$3.37M 0.4% 76
2017
Q4 		$28.3M Sell
336,742
-22,152
-6% -$1.94M 0.63% 50
2017
Q3 		$30.1M Buy
358,894
+75,097
+26% +$6.43M 0.81% 32
2017
Q2 		$23.7M Buy
283,797
+9,088
+3% +$764K 0.61% 45
2017
Q1 		$22.5M Sell
274,709
-45,171
-14% -$3.59M 0.61% 45
2016
Q4 		$24.8M Buy
319,880
+14,003
+5% +$1.07M 0.83% 27
2016
Q3 		$24.5M Buy
305,877
+12,384
+4% +$1.03M 0.83% 17
2016
Q2 		$25.2M Buy
293,493
+19,893
+7% +$1.59M 1.03% 12
2016
Q1 		$22.1M Sell
273,600
-17,189
-6% -$1.3M 0.93% 14
2015
Q4 		$20.8M Sell
290,789
-17,441
-6% -$1.23M 0.92% 19
2015
Q3 		$22.2M Buy
308,230
+47,796
+18% +$3.46M 1.08% 12
2015
Q2 		$18.4M Buy
260,434
+31,330
+14% +$2.37M 0.65% 16
2015
Q1 		$17.6M Buy
+229,104
New +$18.6M 0.71% 18

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Swiss Life Asset Management's DUK Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Duke Energy (DUK) stake by 22% in Q2 2026, selling an estimated $5.12M and leaving 147,934 shares worth $18.7M. The position accounts for 0.08% of the portfolio, ranked #189.

Swiss Life Asset Management first reported a position in DUK in Q1 2015 and has held it in 46 quarters since. The position peaked at $36.7M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Swiss Life Asset Management held 147,934 shares of Duke Energy worth $18.7M as of Q2 2026.
  • Swiss Life Asset Management sold 40,552 Duke Energy shares in Q2 2026, an estimated $5.12M.
  • Duke Energy made up 0.08% of Swiss Life Asset Management's portfolio in Q2 2026, its #189 holding.
  • Swiss Life Asset Management first reported a position in Duke Energy in Q1 2015 and has held it in 46 quarters since.
  • Swiss Life Asset Management's Duke Energy position peaked at $36.7M in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.