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Catalyst Financial Partners’s Duke Energy DUK Stock Holding History

Catalyst Financial Partners’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
Q1 		$1.22M Buy
9,300
+3,949
+74% +$494K 0.14% 91
2025
Q4 		$627K Sell
5,351
-54
-1% -$6.59K 0.07% 147
2025
Q3 		$669K Buy
5,405
+120
+2% +$14.6K 0.08% 131
2025
Q2 		$624K Buy
5,285
+195
+4% +$23K 0.07% 137
2025
Q1 		$621K Buy
5,090
+88
+2% +$10K 0.11% 124
2024
Q4 		$539K Sell
5,002
-357
-7% -$40.4K 0.1% 128
2024
Q3 		$618K Buy
5,359
+1,007
+23% +$112K 0.12% 114
2024
Q2 		$436K Buy
4,352
+230
+6% +$23K 0.1% 143
2024
Q1 		$390K Buy
4,122
+144
+4% +$13.7K 0.1% 136
2023
Q4 		$386K Sell
3,978
-45
-1% -$4.09K 0.11% 128
2023
Q3 		$355K Buy
4,023
+894
+29% +$82K 0.11% 133
2023
Q2 		$281K Buy
3,129
+11
+0.4% +$1.04K 0.1% 150
2023
Q1 		$301K Buy
3,118
+419
+16% +$41.4K 0.13% 121
2022
Q4 		$278K Buy
+2,699
New +$259K 0.14% 118

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catalyst Financial Partners's DUK Position: Q1 2026 in Review

Catalyst Financial Partners increased its Duke Energy (DUK) stake by 74% in Q1 2026, buying an estimated $494K and bringing the position to 9,300 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #91.

Catalyst Financial Partners first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Catalyst Financial Partners held 9,300 shares of Duke Energy worth $1.22M as of Q1 2026.
  • Catalyst Financial Partners bought 3,949 Duke Energy shares in Q1 2026, an estimated $494K.
  • Duke Energy made up 0.14% of Catalyst Financial Partners's portfolio in Q1 2026, its #91 holding.
  • Catalyst Financial Partners first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.