Swiss Life Asset Management Ltd

Position in DUK — Duke Energy CORP

CIK 1637689 Zurich, V8

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$18,725,484

-$5,954,872 QoQ

Shares Held

147,934

-21.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#247

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. DUK ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	1,190,736	$81,315,360
2	EIX	Edison International	698,286	$51,987,392
3	NEE	Nextera Energy Inc	454,368	$39,879,878
4	FE	Firstenergy Corp	606,726	$28,843,754
5	ES	Eversource Energy	388,873	$28,103,851
6	SO	Southern Co	250,850	$24,008,853
7	DUK	Duke Energy CORP This page	147,934	$18,725,484
8	ED	Consolidated Edison Inc	137,715	$15,235,409

All Filings in DUK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,725,484	147,934	-21.5%	Shares	Defined	2026-07-29
2026-03-31	$24,680,356	188,486	+143.7%	Shares	Defined	2026-05-14
2025-12-31	$9,066,427	77,352	+1.1%	Shares	Defined	2026-02-04
2025-09-30	$9,469,349	76,520	+4.1%	Shares	Defined	2025-12-02
2025-06-30	$8,675,242	73,519	+17.5%	Shares	Defined	2025-12-02
2025-03-31	$7,631,174	62,566	+24.7%	Shares	Sole	2025-12-02
2024-12-31	$5,406,931	50,185	-70.8%	Shares	Sole	2025-12-09
2024-09-30	$19,828,717	171,975	+62.7%	Shares	Sole	2025-12-09
2024-06-30	$10,595,914	105,716	+19.8%	Shares	Defined	2025-12-09
2024-03-31	$8,535,818	88,262	-13.1%	Shares	Sole	2025-12-09
2023-12-31	$9,856,546	101,572	+128.4%	Shares	Sole	2025-12-09
2023-09-30	$3,924,833	44,469	-72.7%	Shares	Sole	2025-12-09
2023-06-30	$14,620,530	162,921	-35.1%	Shares	Sole	2025-12-09
2023-03-31	$24,229,212	251,158	+16.4%	Shares	Sole	2025-12-09
2022-12-31	$22,215,972	215,710	+1.5%	Shares	Defined	2025-12-09
2022-09-30	$19,776,888	212,609	+0.5%	Shares	Sole	2025-12-09
2022-06-30	$22,690,674	211,647	+4.3%	Shares	Defined	2025-12-09
2022-03-31	$22,662,847	202,963	+3.2%	Shares	Defined	2025-12-09
2021-12-31	$20,628,270	196,647	+5.3%	Shares	Defined	2025-12-29
2021-09-30	$18,221,028	186,710	-7.3%	Shares	Sole	2025-12-29
2021-06-30	$19,873,224	201,309	-8.1%	Shares	Sole	2025-12-29
2021-03-31	$21,146,054	219,062	-1.0%	Shares	Sole	2025-12-29
2020-12-31	$20,260,670	221,283	+164.7%	Shares	Defined	2025-12-29
2020-09-30	$7,404,058	83,605	-12.7%	Shares	Defined	2025-12-29
2020-06-30	$7,650,665	95,765	+27.8%	Shares	Sole	2025-12-29
2020-03-31	$6,062,522	74,957	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.