UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

DUK — Duke Energy CORP

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.50%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.79%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.33%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

Portfolio Trend

25 quarters · across all stocks

Holdings in DUK

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$521,550,778	3,983,128	-0.9%	Shares	Defined	2026-05-13
2025-12-31	$471,005,686	4,018,477	-7.5%	Shares	Defined	2026-02-13
2025-09-30	$537,321,506	4,341,992	-12.1%	Shares	Sole	2025-11-14
2025-06-30	$583,196,120	4,942,340	+36.1%	Shares	Defined	2025-08-14
2025-03-31	$443,074,923	3,632,655	+13.7%	Shares	Defined	2025-05-19
2024-12-31	$344,110,888	3,193,901	+2.8%	Shares	Defined	2025-02-14
2024-09-30	$358,276,297	3,107,340	-12.1%	Shares	Defined	2024-11-14
2024-06-30	$354,468,300	3,536,549	+21.0%	Shares	Defined	2024-08-14
2024-03-31	$282,553,154	2,921,654	-0.5%	Shares	Defined	2024-05-15
2023-12-31	$284,871,979	2,935,614	+9.0%	Shares	Defined	2024-02-14
2023-09-30	$237,771,818	2,693,993	+0.9%	Shares	Defined	2023-11-13
2023-06-30	$239,628,858	2,670,257	0.0%	Shares	Defined	2023-08-11
2023-03-31	$257,599,688	2,670,257	-2.5%	Shares	Defined	2023-05-15
2022-12-31	$282,131,213	2,739,404	-0.3%	Shares	Defined	2023-02-14
2022-09-30	$255,543,515	2,747,189	+1.7%	Shares	Defined	2022-11-14
2022-06-30	$289,625,988	2,701,483	-1.1%	Shares	Defined	2022-08-12
2022-03-31	$305,022,958	2,731,712	+7.5%	Shares	Defined	2022-05-16
2021-12-31	$266,521,629	2,540,721	-9.7%	Shares	Defined	2022-02-14
2021-09-30	$274,605,860	2,813,873	+2.6%	Shares	Defined	2021-11-15
2021-06-30	$270,617,281	2,741,261	-8.3%	Shares	Defined	2021-08-16
2021-03-31	$288,478,066	2,988,481	+0.4%	Shares	Defined	2021-05-14
2020-12-31	$272,587,756	2,977,149	+3.0%	Shares	Defined	2021-03-01
2020-09-30	$256,041,213	2,891,161	-1.8%	Shares	Defined	2020-11-13
2020-06-30	$235,180,816	2,943,808	-11.2%	Shares	Defined	2020-08-14
2020-03-31	$268,048,610	3,314,152	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.