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Cottage Street Advisors’s Duke Energy DUK Stock Holding History

Cottage Street 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 		$310K Buy
2,452
+101
+4% +$12.7K 0.12% 112
2026
Q1 		$308K Buy
2,351
+7
+0.3% +$875 0.13% 105
2025
Q4 		$275K Buy
2,344
+10
+0.4% +$1.22K 0.12% 108
2025
Q3 		$289K Buy
+2,334
New +$283K 0.12% 100

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cottage Street Advisors's DUK Position: Q2 2026 in Review

Cottage Street Advisors increased its Duke Energy (DUK) stake by 4.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,452 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #112.

Cottage Street Advisors first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cottage Street Advisors held 2,452 shares of Duke Energy worth $310K as of Q2 2026.
  • Cottage Street Advisors bought 101 Duke Energy shares in Q2 2026, an estimated $12.7K.
  • Duke Energy made up 0.12% of Cottage Street Advisors's portfolio in Q2 2026, its #112 holding.
  • Cottage Street Advisors first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.