MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

DUK — Duke Energy CORP

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

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	$1,660,297,063	12,679,831	+2.7%	Shares	Defined	2026-05-15
2025-12-31	$1,446,445,233	12,340,630	-0.9%	Shares	Defined	2026-05-27
2025-09-30	$1,540,914,451	12,451,834	+1.5%	Shares	Defined	2026-05-27
2025-06-30	$1,447,473,904	12,266,728	+6.6%	Shares	Defined	2025-08-15
2025-03-31	$1,403,905,916	11,510,256	+2.9%	Shares	Defined	2025-05-15
2024-12-31	$1,205,348,894	11,187,571	-0.1%	Shares	Defined	2025-05-15
2024-09-30	$1,291,266,139	11,199,186	+2.0%	Shares	Defined	2025-05-14
2024-06-30	$1,100,319,320	10,977,944	+0.8%	Shares	Defined	2025-05-14
2024-03-31	$1,053,749,251	10,895,970	+4.9%	Shares	Defined	2024-10-17
2023-12-31	$1,007,796,783	10,385,375	-0.8%	Shares	Defined	2024-08-16
2023-09-30	$923,907,086	10,468,016	+4.9%	Shares	Defined	2023-11-15
2023-06-30	$895,246,682	9,976,005	-1.7%	Shares	Defined	2023-08-14
2023-03-31	$979,008,326	10,148,319	+1.3%	Shares	Defined	2023-05-15
2022-12-31	$1,031,771,424	10,018,171	+11.5%	Shares	Defined	2023-02-14
2022-09-30	$835,427,403	8,981,159	-4.3%	Shares	Defined	2022-11-14
2022-06-30	$1,006,445,233	9,387,606	+74.7%	Shares	Defined	2022-10-27
2022-03-31	$600,180,089	5,375,068	-2.3%	Shares	Defined	2022-10-27
2021-12-31	$576,850,025	5,499,047	-1.6%	Shares	Defined	2022-02-14
2021-09-30	$545,577,280	5,590,504	-3.5%	Shares	Defined	2021-11-15
2021-06-30	$572,011,711	5,794,284	+17.6%	Shares	Defined	2021-08-23
2021-03-31	$475,625,798	4,927,233	-9.7%	Shares	Defined	2021-05-17
2020-12-31	$499,559,777	5,456,092	+10.1%	Shares	Defined	2021-02-16
2020-09-30	$439,052,403	4,957,683	+25.0%	Shares	Defined	2020-11-13
2020-06-30	$316,772,634	3,965,110	+9.5%	Shares	Defined	2020-08-14
2020-03-31	$292,904,650	3,621,472	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.