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
2016 Q2	–	Sell	-585	Closed	-$689K	–	450
2016 Q1	$689K	Buy	585 +445	+318%	+$33.7K	0.12%	139
2015 Q4	$67K	Hold	140	–	–	0.01%	343
2015 Q3	$81K	Buy	+140	New	+$10.1K	0.01%	340

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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.