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Equibles

UBS Group AG

Position in DUK — Duke Energy CORP

CIK 1610520 ZURICH, V8
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$372,042,541
+$12,289,345 QoQ
Shares Held
2,939,189
+7.0% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#30
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Derivatives in DUK

reported options exposure · as of Jun 30, 2026
CallValue
$48,707,984
CallShares
384,800
PutValue
$59,935,630
PutShares
473,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. DUK ranks #3 (5.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,325,362 $2,047,267,017
2 ETR
Entergy Corp /De/
 4,088,723 $469,630,720
3 DUK
Duke Energy CORP
This page 		2,939,189 $372,042,541
4 ED
Consolidated Edison Inc
 3,251,331 $359,694,746
5 SO
Southern Co
 3,716,946 $355,071,806
6 AEP
American Electric Power Co Inc
 2,482,093 $339,575,140
7 EIX
Edison International
 4,325,522 $322,035,111
8 EXC
Exelon Corp
 6,426,477 $299,602,355

All Filings in DUK

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,935,630 473,500
2026-06-30 $372,042,541 2,939,189
2026-06-30 $48,707,984 384,800
2026-03-31 $43,000,696 328,400
2026-03-31 $63,165,456 482,400
2026-03-31 $359,753,196 2,747,466
2025-12-31 $36,522,636 311,600
2025-12-31 $384,121,312 3,277,206
2025-12-31 $113,482,722 968,200
2025-09-30 $18,983,250 153,400
2025-09-30 $65,748,375 531,300
2025-09-30 $346,524,500 2,800,198
2025-06-30 $83,072,000 704,000
2025-06-30 $10,915,000 92,500
2025-06-30 $358,378,390 3,037,105
2025-03-31 $16,758,678 137,400
2025-03-31 $440,006,771 3,607,500
2025-03-31 $102,454,800 840,000
2024-12-31 $266,720,062 2,475,590
2024-12-31 $39,012,654 362,100
2024-12-31 $47,211,668 438,200
2024-09-30 $30,612,150 265,500
2024-09-30 $46,477,430 403,100
2024-09-30 $403,178,498 3,496,778
2024-06-30 $280,116,485 2,794,737
2024-06-30 $13,140,153 131,100
2024-06-30 $18,392,205 183,500
2024-03-31 $21,034,425 217,500
2024-03-31 $16,933,921 175,100
2024-03-31 $229,158,500 2,369,543
2023-12-31 $199,394,393 2,054,765
2023-12-31 $23,551,608 242,700
2023-12-31 $24,492,896 252,400
2023-09-30 $10,008,684 113,400
2023-09-30 $9,134,910 103,500
2023-09-30 $187,722,221 2,126,923
2023-06-30 $10,176,516 113,400
2023-06-30 $9,288,090 103,500
2023-06-30 $176,480,706 1,966,578
2023-03-31 $174,216,521 1,805,914
2023-03-31 $15,473,788 160,400
2023-03-31 $12,734,040 132,000
2022-12-31 $170,489,334 1,655,397
2022-12-31 $37,550,154 364,600
2022-12-31 $29,496,336 286,400
2022-09-30 $138,180,835 1,485,496
2022-09-30 $34,696,460 373,000
2022-09-30 $23,515,456 252,800
2022-06-30 $176,753,586 1,648,667
2022-06-30 $20,101,875 187,500

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