CATALYST FINANCIAL PARTNERS LLC

Position in DUK — Duke Energy CORP

CIK 1927537 BOSTON, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,002,513

-$215,229 QoQ

Shares Held

7,920

-14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,103

of 2,446 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. DUK ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	10,209	$1,129,421
2	NEE	Nextera Energy Inc	12,052	$1,057,804
3	DUK	Duke Energy CORP This page	7,920	$1,002,513
4	D	Dominion Energy, Inc	9,978	$681,397
5	SO	Southern Co	6,300	$602,973
6	EXC	Exelon Corp	12,172	$567,458
7	AEP	American Electric Power Co Inc	2,497	$341,614
8	ES	Eversource Energy	3,810	$275,348

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,513	7,920	-14.8%	Shares	Sole	2026-07-30
2026-03-31	$1,217,742	9,300	+73.8%	Shares	Sole	2026-05-12
2025-12-31	$627,190	5,351	-1.0%	Shares	Sole	2026-02-04
2025-09-30	$668,868	5,405	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$623,630	5,285	+3.8%	Shares	Sole	2025-08-14
2025-03-31	$620,827	5,090	+1.8%	Shares	Sole	2025-05-02
2024-12-31	$538,915	5,002	-6.7%	Shares	Sole	2025-01-30
2024-09-30	$617,892	5,359	+23.1%	Shares	Sole	2024-10-28
2024-06-30	$436,200	4,352	+5.6%	Shares	Sole	2024-07-25
2024-03-31	$398,638	4,122	+3.6%	Shares	Sole	2024-04-23
2023-12-31	$386,025	3,978	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$355,069	4,023	+28.6%	Shares	Sole	2023-10-26
2023-06-30	$280,796	3,129	+0.4%	Shares	Sole	2023-08-02
2023-03-31	$300,793	3,118	+15.5%	Shares	Sole	2023-04-11
2022-12-31	$277,970	2,699	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.