Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$59,239
-$65,284 QoQ
Shares Held
468
-50.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,234
of 2,452 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Catalyst Capital Advisors LLC holds $549,872 across 7 Utilities - Regulated Electric names. DUK ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,870 | $164,129 | |
| 2 | AEP |
American Electric Power Co Inc
|
664 | $90,841 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
935 | $75,884 | |
| 4 | DUK |
Duke Energy CORP
This page
|
468 | $59,239 | |
| 5 | EXC |
Exelon Corp
|
1,223 | $57,015 | |
| 6 | ED |
Consolidated Edison Inc
|
468 | $51,774 | |
| 7 | XEL |
Xcel Energy Inc
|
635 | $50,990 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,239 | 468 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $124,523 | 951 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $118,499 | 1,011 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $161,246 | 1,303 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $160,480 | 1,360 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $192,712 | 1,580 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $210,846 | 1,957 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $38,510 | 334 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $16,738 | 167 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $19,922 | 206 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $19,213 | 198 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $20,652 | 234 | Shares | Other | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||