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Thor Investment Management’s Duke Energy DUK Stock Holding History

Thor Investment Management’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
Q1 		– Sell
-2,198
Closed -$237K – 41
2024
Q4 		$237K Hold
2,198
– – 0.18% 39
2024
Q3 		$253K Sell
2,198
-825
-27% -$91.8K 0.18% 41
2024
Q2 		$303K Buy
3,023
+35
+1% +$3.5K 0.24% 39
2024
Q1 		$289K Hold
2,988
– – 0.23% 39
2023
Q4 		$290K Buy
+2,988
New +$272K 0.25% 40

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thor Investment Management's DUK Position: Q1 2025 in Review

Thor Investment Management sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 2,198 shares — an estimated $237K sold.

Thor Investment Management first reported a position in DUK in Q4 2023 and held it in 5 quarters. The position peaked at $303K in Q2 2024. 2,266 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Thor Investment Management reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Thor Investment Management sold 2,198 Duke Energy shares in Q1 2025, an estimated $237K.
  • Thor Investment Management first reported a position in Duke Energy in Q4 2023 and held it in 5 quarters.
  • Thor Investment Management's Duke Energy position peaked at $303K in Q2 2024.
  • 2,266 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Thor Investment Management's 13F filing for Q1 2025, filed 20 Jul 2026.