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Sonora Investment Management Group’s Duke Energy DUK Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$808K Buy
6,529
+907
+16% +$110K 0.06% 141
2025
Q2 		$663K Buy
5,622
+356
+7% +$42K 0.05% 149
2025
Q1 		$642K Buy
5,266
+531
+11% +$60.5K 0.05% 149
2024
Q4 		$510K Buy
4,735
+873
+23% +$98.9K 0.04% 169
2024
Q3 		$445K Buy
3,862
+172
+5% +$19.1K 0.03% 184
2024
Q2 		$357K Hold
3,690
– – 0.03% 202
2024
Q1 		$357K Sell
3,690
-3
-0.1% -$285 0.03% 203
2023
Q4 		$358K Buy
3,693
+610
+20% +$55.5K 0.03% 189
2023
Q3 		$272K Buy
3,083
+615
+25% +$56.4K 0.02% 210
2023
Q2 		$221K Buy
2,468
+344
+16% +$32.5K 0.02% 234
2023
Q1 		$205K Buy
+2,124
New +$210K 0.02% 247
2022
Q4 		– Sell
-1,906
Closed -$204K – 271
2022
Q3 		$204K Hold
1,906
– – 0.03% 189
2022
Q2 		$204K Sell
1,906
-3
-0.2% -$330 0.02% 222
2022
Q1 		$213K Buy
+1,909
New +$198K 0.02% 201

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sonora Investment Management Group's DUK Position: Q3 2025 in Review

Sonora Investment Management Group increased its Duke Energy (DUK) stake by 16% in Q3 2025, buying an estimated $110K and bringing the position to 6,529 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #141.

Sonora Investment Management Group first reported a position in DUK in Q1 2022 and has held it in 14 quarters since. 2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Sonora Investment Management Group held 6,529 shares of Duke Energy worth $808K as of Q3 2025.
  • Sonora Investment Management Group bought 907 Duke Energy shares in Q3 2025, an estimated $110K.
  • Duke Energy made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #141 holding.
  • Sonora Investment Management Group first reported a position in Duke Energy in Q1 2022 and has held it in 14 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.