Zurich Cantonal Bank’s Duke Energy DUK Stock Holding History

Zurich Cantonal Bank’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 Q1	$55.3M	Buy	422,053 +47,740	+13%	+$5.97M	0.12%	151
2025 Q4	$43.9M	Buy	374,313 +44,978	+14%	+$5.49M	0.09%	176
2025 Q3	$40.8M	Buy	329,335 +6,199	+2%	+$752K	0.09%	175
2025 Q2	$38.1M	Sell	323,136 -85,363	-21%	-$10.1M	0.09%	191
2025 Q1	$49.8M	Buy	408,499 +34,769	+9%	+$3.96M	0.14%	130
2024 Q4	$40.3M	Buy	373,730 +73,945	+25%	+$8.38M	0.11%	147
2024 Q3	$34.6M	Sell	299,785 -22,288	-7%	-$2.48M	0.1%	177
2024 Q2	$32.3M	Buy	322,073 +89,141	+38%	+$8.92M	0.11%	164
2024 Q1	$22.5M	Buy	232,932 +27,866	+14%	+$2.64M	0.08%	232
2023 Q4	$19.9M	Buy	205,066 +68,259	+50%	+$6.21M	0.08%	234
2023 Q3	$12.1M	Buy	136,807 +4,373	+3%	+$401K	0.05%	308
2023 Q2	$11.9M	Buy	132,434 +4,066	+3%	+$384K	0.05%	314
2023 Q1	$12.4M	Buy	128,368 +10,864	+9%	+$1.07M	0.06%	295
2022 Q4	$12.1M	Sell	117,504 -6,171	-5%	-$592K	0.06%	280
2022 Q3	$11.5M	Buy	123,675 +15,749	+15%	+$1.69M	0.07%	263
2022 Q2	$11.6M	Sell	107,926 -1,439	-1%	-$158K	0.07%	275
2022 Q1	$12.2M	Sell	109,365 -582	-0.5%	-$60.4K	0.06%	301
2021 Q4	$11.5M	Sell	109,947 -13,499	-11%	-$1.37M	0.06%	315
2021 Q3	$12M	Sell	123,446 -3,925	-3%	-$406K	0.07%	277
2021 Q2	$12.6M	Sell	127,371 -43,880	-26%	-$4.41M	0.07%	261
2021 Q1	$16.5M	Sell	171,251 -2,300	-1%	-$210K	0.1%	190
2020 Q4	$15.9M	Buy	173,551 +48,794	+39%	+$4.51M	0.1%	193
2020 Q3	$11M	Sell	124,757 -11,249	-8%	-$927K	0.08%	226
2020 Q2	$10.9M	Sell	136,006 -39,908	-23%	-$3.37M	0.09%	211
2020 Q1	$14.2M	Buy	175,914 +18,283	+12%	+$1.68M	0.13%	159
2019 Q4	$14.4M	Sell	157,631 -1,098	-0.7%	-$101K	0.11%	204
2019 Q3	$15.2M	Buy	158,729 +4,287	+3%	+$390K	0.13%	184
2019 Q2	$13.6M	Sell	154,442 -16,888	-10%	-$1.49M	0.12%	199
2019 Q1	$15.4M	Sell	171,330 -258	-0.2%	-$22.7K	0.14%	163
2018 Q4	$14.8M	Buy	171,588 +11,528	+7%	+$981K	0.15%	154
2018 Q3	$12.8M	Buy	160,060 +15,548	+11%	+$1.26M	0.11%	227
2018 Q2	$11.4M	Buy	144,512 +2,912	+2%	+$224K	0.1%	240
2018 Q1	$11M	Sell	141,600 -380	-0.3%	-$29.4K	0.1%	242
2017 Q4	$11.9M	Sell	141,980 -14,582	-9%	-$1.27M	0.11%	218
2017 Q3	$13.1M	Buy	156,562 +7,613	+5%	+$652K	0.12%	197
2017 Q2	$12.5M	Buy	148,949 +30,679	+26%	+$2.58M	0.12%	190
2017 Q1	$9.7M	Buy	118,270 +1,419	+1%	+$113K	0.1%	237
2016 Q4	$9.07M	Sell	116,851 -4,792	-4%	-$367K	0.09%	232
2016 Q3	$9.74M	Buy	121,643 +41,862	+52%	+$3.47M	0.1%	220
2016 Q2	$6.84M	Buy	79,781 +1,143	+1%	+$91.4K	0.09%	247
2016 Q1	$6.34M	Buy	78,638 +3,986	+5%	+$302K	0.08%	263
2015 Q4	$5.33M	Sell	74,652 -16,775	-18%	-$1.18M	0.07%	289
2015 Q3	$6.58M	Buy	91,427 +5,304	+6%	+$384K	0.09%	200
2015 Q2	$6.08M	Sell	86,123 -49,531	-37%	-$3.74M	0.08%	235
2015 Q1	$10.4M	Buy	135,654 +9,529	+8%	+$773K	0.14%	155
2014 Q4	$10.5M	Buy	126,125 +55,948	+80%	+$4.51M	0.32%	55
2014 Q3	$5.25M	Sell	70,177 -3,854	-5%	-$281K	0.17%	131
2014 Q2	$5.49M	Buy	74,031 +69	+0.1%	+$4.96K	0.16%	148
2014 Q1	$5.27M	Sell	73,962 -12,179	-14%	-$849K	0.16%	130
2013 Q4	$5.95M	Sell	86,141 -44,883	-34%	-$3.14M	0.19%	112
2013 Q3	$8.75M	Buy	131,024 +13,877	+12%	+$947K	0.3%	73
2013 Q2	$7.91M	Buy	+117,147	New	+$8.28M	0.28%	85

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zurich Cantonal Bank's DUK Position: Q1 2026 in Review

Zurich Cantonal Bank increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $5.97M and bringing the position to 422,053 shares worth $55.3M. The position accounts for 0.12% of the portfolio, ranked #151.

Zurich Cantonal Bank first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Zurich Cantonal Bank held 422,053 shares of Duke Energy worth $55.3M as of Q1 2026.
Zurich Cantonal Bank bought 47,740 Duke Energy shares in Q1 2026, an estimated $5.97M.
Duke Energy made up 0.12% of Zurich Cantonal Bank's portfolio in Q1 2026, its #151 holding.
Zurich Cantonal Bank first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.