Coastal Bridge Advisors’s Duke Energy DUK Stock Holding History

Coastal Bridge 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	$4.06M	Buy	32,081 +2,026	+7%	+$256K	0.25%	91
2026 Q1	$3.94M	Sell	30,055 -193	-0.6%	-$24.1K	0.28%	82
2025 Q4	$3.55M	Buy	30,248 +2,188	+8%	+$267K	0.26%	92
2025 Q3	$3.47M	Buy	28,060 +1,776	+7%	+$216K	0.26%	99
2025 Q2	$3.1M	Buy	26,284 +13,017	+98%	+$1.54M	0.26%	102
2025 Q1	$1.62M	Buy	+13,267	New	+$1.51M	0.15%	145
2022 Q4	–	Sell	-4,031	Closed	-$375K	–	181
2022 Q3	$375K	Buy	+4,031	New	+$433K	0.1%	100

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coastal Bridge Advisors's DUK Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Duke Energy (DUK) stake by 6.7% in Q2 2026, buying an estimated $256K and bringing the position to 32,081 shares worth $4.06M. The position accounts for 0.25% of the portfolio, ranked #91.

Coastal Bridge Advisors first reported a position in DUK in Q3 2022 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Coastal Bridge Advisors held 32,081 shares of Duke Energy worth $4.06M as of Q2 2026.
Coastal Bridge Advisors bought 2,026 Duke Energy shares in Q2 2026, an estimated $256K.
Duke Energy made up 0.25% of Coastal Bridge Advisors's portfolio in Q2 2026, its #91 holding.
Coastal Bridge Advisors first reported a position in Duke Energy in Q3 2022 and has held it in 7 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.