ZIG
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Zurich Insurance Group’s Duke Energy DUK Stock Holding History

Zurich Insurance Group’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
2025
Q4 		– Sell
-294,586
Closed -$36.5M – 304
2025
Q3 		$36.5M Sell
294,586
-89,701
-23% -$10.9M 0.26% 88
2025
Q2 		$45.3M Sell
384,287
-671,195
-64% -$79.2M 0.35% 78
2025
Q1 		$129M Buy
1,055,482
+600,271
+132% +$68.4M 1.04% 23
2024
Q4 		$49M Buy
455,211
+27,127
+6% +$3.07M 0.4% 75
2024
Q3 		$49.4M Buy
+428,084
New +$47.6M 0.42% 76
2023
Q4 		– Sell
-597,123
Closed -$52.7M – 250
2023
Q3 		$52.7M Buy
+597,123
New +$54.7M 0.56% 62
2022
Q2 		– Sell
-317,782
Closed -$35.5M – 232
2022
Q1 		$35.5M Buy
+317,782
New +$33M 0.44% 66
2019
Q4 		– Sell
-251,743
Closed -$24.1M – 306
2019
Q3 		$24.1M Buy
251,743
+77,877
+45% +$7.09M 0.46% 51
2019
Q2 		$15.3M Buy
+173,866
New +$15.4M 0.3% 79
2018
Q4 		– Sell
-164,479
Closed -$13.2M – 468
2018
Q3 		$13.2M Buy
164,479
+50,040
+44% +$4.05M 0.28% 107
2018
Q2 		$9.05M Sell
114,439
-29,590
-21% -$2.28M 0.2% 142
2018
Q1 		$11.2M Buy
144,029
+38,278
+36% +$2.96M 0.26% 102
2017
Q4 		$8.89M Buy
105,751
+12,998
+14% +$1.14M 0.21% 111
2017
Q3 		$7.78M Sell
92,753
-3,868
-4% -$331K 0.21% 114
2017
Q2 		$8.08M Sell
96,621
-23,807
-20% -$2M 0.23% 104
2017
Q1 		$9.88M Buy
120,428
+10,401
+9% +$827K 0.29% 80
2016
Q4 		$8.54M Buy
110,027
+54,552
+98% +$4.18M 0.27% 85
2016
Q3 		$4.44M Sell
55,475
-69,248
-56% -$5.74M 0.15% 178
2016
Q2 		$10.7M Buy
124,723
+9,573
+8% +$765K 0.37% 75
2016
Q1 		$9.29M Buy
+115,150
New +$8.71M 0.33% 78

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zurich Insurance Group's DUK Position: Q4 2025 in Review

Zurich Insurance Group sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 294,586 shares — an estimated $36.5M sold.

Zurich Insurance Group first reported a position in DUK in Q1 2016 and held it in 20 quarters. The position peaked at $129M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Zurich Insurance Group reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Zurich Insurance Group sold 294,586 Duke Energy shares in Q4 2025, an estimated $36.5M.
  • Zurich Insurance Group first reported a position in Duke Energy in Q1 2016 and held it in 20 quarters.
  • Zurich Insurance Group's Duke Energy position peaked at $129M in Q1 2025.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.