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Thoroughbred Financial Services’s Duke Energy DUK Stock Holding History

Thoroughbred Financial Services’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
Q3 		$355K Buy
3,121
+71
+2% +$8.7K 0.02% 504
2026
Q2 		$386K Buy
3,050
+1,202
+65% +$152K 0.02% 480
2026
Q1 		$242K Sell
1,848
-131
-7% -$16.4K 0.01% 530
2025
Q4 		$232K Buy
1,979
+41
+2% +$5.01K 0.01% 526
2025
Q3 		$239K Sell
1,938
-180
-8% -$21.8K 0.01% 515
2025
Q2 		$250K Sell
2,118
-4,013
-65% -$474K 0.02% 504
2025
Q1 		$747K Buy
6,131
+38
+0.6% +$4.33K 0.05% 346
2024
Q4 		$656K Sell
6,093
-33
-0.5% -$3.74K 0.04% 356
2024
Q3 		$706K Buy
6,126
+331
+6% +$36.8K 0.05% 337
2024
Q2 		$580K Buy
+5,795
New +$580K 0.04% 360
2024
Q1 		– Sell
-5,610
Closed -$544K – 512
2023
Q4 		$544K Buy
5,610
+699
+14% +$63.6K 0.04% 339
2023
Q3 		$433K Buy
+4,911
New +$450K 0.04% 346
2023
Q2 		– Sell
-2,165
Closed -$208K – 422
2023
Q1 		$208K Buy
2,165
+94
+5% +$9.29K 0.03% 386
2022
Q4 		$213K Buy
+2,071
New +$199K 0.03% 358
2022
Q3 		– Sell
-2,280
Closed -$244K – 360
2022
Q2 		$244K Hold
2,280
– – 0.04% 319
2022
Q1 		$254K Buy
+2,280
New +$237K 0.04% 333

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Thoroughbred Financial Services's DUK Position: Q3 2026 in Review

Thoroughbred Financial Services increased its Duke Energy (DUK) stake by 2.3% in Q3 2026, buying an estimated $8.7K and bringing the position to 3,121 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #504.

Thoroughbred Financial Services first reported a position in DUK in Q1 2022 and has held it in 16 quarters since. The position peaked at $747K in Q1 2025. 1,840 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Thoroughbred Financial Services held 3,121 shares of Duke Energy worth $355K as of Q3 2026.
  • Thoroughbred Financial Services bought 71 Duke Energy shares in Q3 2026, an estimated $8.7K.
  • Duke Energy made up 0.02% of Thoroughbred Financial Services's portfolio in Q3 2026, its #504 holding.
  • Thoroughbred Financial Services first reported a position in Duke Energy in Q1 2022 and has held it in 16 quarters since.
  • Thoroughbred Financial Services's Duke Energy position peaked at $747K in Q1 2025.
  • 1,840 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.