Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in DUK — Duke Energy CORP

CIK 1544599 ZURICH, V8

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$65,342,114

-$371,303 QoQ

Shares Held

516,212

+2.9% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#119

of 2,446 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $262,884,193 across 4 Utilities - Regulated Electric names. DUK ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,210,936	$106,283,852
2	SO	Southern Co	746,107	$71,409,900
3	DUK	Duke Energy CORP This page	516,212	$65,342,114
4	PEG	Public Service Enterprise Group Inc	244,558	$19,848,327

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,342,114	516,212	+2.9%	Shares	Sole	2026-08-10
2026-03-31	$65,713,417	501,859	-0.8%	Shares	Sole	2026-05-05
2025-12-31	$59,295,484	505,891	+178.1%	Shares	Sole	2026-02-05
2025-09-30	$22,510,125	181,900	+3.4%	Shares	Sole	2025-11-13
2025-06-30	$20,753,840	175,880	+8.3%	Shares	Sole	2025-08-14
2025-03-31	$19,805,000	162,376	+628.1%	Shares	Sole	2025-09-17
2024-12-31	$2,402,602	22,300	+1321.3%	Shares	Sole	2025-02-07
2022-06-30	$168,212	1,569	0.0%	Shares	Sole	2022-07-22
2022-03-31	$175,194	1,569	-29.3%	Shares	Sole	2022-05-09
2021-12-31	$232,668	2,218	+40.4%	Shares	Sole	2022-02-15
2021-09-30	$154,192	1,580	-79.9%	Shares	Sole	2021-11-12
2021-06-30	$774,952	7,850	-7.4%	Shares	Sole	2021-07-23
2021-03-31	$818,574	8,480	-6.1%	Shares	Sole	2021-05-10
2020-12-31	$826,969	9,032	+25.8%	Shares	Sole	2021-02-24
2020-09-30	$635,683	7,178	+57.4%	Shares	Sole	2020-11-10
2020-06-30	$364,378	4,561	+128.3%	Shares	Sole	2020-08-12
2020-03-31	$161,598	1,998	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.