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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thoroughbred Financial Services's DUK Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Duke Energy (DUK) stake by 65% in Q2 2026, buying an estimated $152K and bringing the position to 3,050 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #480.

Thoroughbred Financial Services first reported a position in DUK in Q1 2022 and has held it in 15 quarters since. The position peaked at $747K in Q1 2025. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Thoroughbred Financial Services held 3,050 shares of Duke Energy worth $386K as of Q2 2026.
  • Thoroughbred Financial Services bought 1,202 Duke Energy shares in Q2 2026, an estimated $152K.
  • Duke Energy made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #480 holding.
  • Thoroughbred Financial Services first reported a position in Duke Energy in Q1 2022 and has held it in 15 quarters since.
  • Thoroughbred Financial Services's Duke Energy position peaked at $747K in Q1 2025.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.