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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thoroughbred Financial Services's DUK Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Duke Energy (DUK) stake by 6.6% in Q1 2026, selling an estimated $16.4K and leaving 1,848 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #530.

Thoroughbred Financial Services first reported a position in DUK in Q1 2022 and has held it in 14 quarters since. The position peaked at $747K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Thoroughbred Financial Services held 1,848 shares of Duke Energy worth $242K as of Q1 2026.
Thoroughbred Financial Services sold 131 Duke Energy shares in Q1 2026, an estimated $16.4K.
Duke Energy made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #530 holding.
Thoroughbred Financial Services first reported a position in Duke Energy in Q1 2022 and has held it in 14 quarters since.
Thoroughbred Financial Services's Duke Energy position peaked at $747K in Q1 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.