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Catalyst Capital Advisors’s Duke Energy DUK Stock Holding History

Catalyst Capital Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.2K Sell
468
-483
-51% -$60.9K ﹤0.01% 281
2026
Q1 		$125K Sell
951
-60
-6% -$7.5K ﹤0.01% 226
2025
Q4 		$118K Sell
1,011
-292
-22% -$35.7K ﹤0.01% 262
2025
Q3 		$161K Sell
1,303
-57
-4% -$6.92K ﹤0.01% 247
2025
Q2 		$160K Sell
1,360
-220
-14% -$26K ﹤0.01% 262
2025
Q1 		$193K Sell
1,580
-377
-19% -$43K ﹤0.01% 239
2024
Q4 		$211K Buy
1,957
+1,623
+486% +$184K ﹤0.01% 231
2024
Q3 		$38.5K Buy
334
+167
+100% +$18.6K ﹤0.01% 370
2024
Q2 		$16.7K Sell
167
-39
-19% -$3.9K ﹤0.01% 337
2024
Q1 		$19.9K Buy
206
+8
+4% +$759 ﹤0.01% 329
2023
Q4 		$19.2K Sell
198
-36
-15% -$3.27K ﹤0.01% 302
2023
Q3 		$20.7K Buy
+234
New +$21.5K ﹤0.01% 334
2019
Q1 		– Sell
-25,100
Closed -$2.17M – 412
2018
Q4 		$2.17M Buy
+25,100
New +$2.14M 0.08% 112
2016
Q2 		– Sell
-710
Closed -$57K – 451
2016
Q1 		$57K Buy
+710
New +$53.7K 0.01% 350

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Catalyst Capital Advisors's DUK Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its Duke Energy (DUK) stake by 51% in Q2 2026, selling an estimated $60.9K and leaving 468 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Catalyst Capital Advisors first reported a position in DUK in Q1 2016 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2018. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Catalyst Capital Advisors held 468 shares of Duke Energy worth $59.2K as of Q2 2026.
  • Catalyst Capital Advisors sold 483 Duke Energy shares in Q2 2026, an estimated $60.9K.
  • Duke Energy made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #281 holding.
  • Catalyst Capital Advisors first reported a position in Duke Energy in Q1 2016 and has held it in 14 quarters since.
  • Catalyst Capital Advisors's Duke Energy position peaked at $2.17M in Q4 2018.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.