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 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	0.4%	64
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coastal Bridge Advisors's DUK Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Duke Energy (DUK) stake by 0.64% in Q1 2026, selling an estimated $24.1K and leaving 30,055 shares worth $3.94M. The position accounts for 0.28% of the portfolio, ranked #82.

Coastal Bridge Advisors first reported a position in DUK in Q3 2022 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Coastal Bridge Advisors held 30,055 shares of Duke Energy worth $3.94M as of Q1 2026.
Coastal Bridge Advisors sold 193 Duke Energy shares in Q1 2026, an estimated $24.1K.
Duke Energy made up 0.28% of Coastal Bridge Advisors's portfolio in Q1 2026, its #82 holding.
Coastal Bridge Advisors first reported a position in Duke Energy in Q3 2022 and has held it in 6 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.