TWM
DUK icon

Thrive Wealth Management’s Duke Energy DUK Stock Holding History

Thrive Wealth 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
2026
Q2 		$804K Sell
6,349
-1,810
-22% -$228K 0.1% 95
2026
Q1 		$1.07M Sell
8,159
-668
-8% -$83.5K 0.16% 70
2025
Q4 		$1.03M Buy
8,827
+417
+5% +$50.9K 0.15% 74
2025
Q3 		$1.04M Buy
8,410
+10
+0.1% +$1.21K 0.16% 71
2025
Q2 		$991K Sell
8,400
-20
-0.2% -$2.36K 0.16% 76
2025
Q1 		$1.03M Sell
8,420
-128
-1% -$14.6K 0.2% 63
2024
Q4 		$921K Sell
8,548
-113
-1% -$12.8K 0.17% 72
2024
Q3 		$999K Sell
8,661
-74
-0.8% -$8.24K 0.18% 71
2024
Q2 		$875K Buy
8,735
+57
+0.7% +$5.7K 0.17% 72
2024
Q1 		$839K Sell
8,678
-535
-6% -$50.8K 0.17% 74
2023
Q4 		$894K Sell
9,213
-83
-0.9% -$7.55K 0.2% 67
2023
Q3 		$820K Buy
9,296
+591
+7% +$54.2K 0.22% 63
2023
Q2 		$781K Buy
8,705
+1,055
+14% +$99.6K 0.2% 71
2023
Q1 		$738K Buy
7,650
+122
+2% +$12.1K 0.19% 67
2022
Q4 		$775K Sell
7,528
-14
-0.2% -$1.34K 0.22% 55
2022
Q3 		$702K Buy
7,542
+409
+6% +$43.9K 0.25% 54
2022
Q2 		$765K Sell
7,133
-58
-0.8% -$6.38K 0.27% 40
2022
Q1 		$803K Sell
7,191
-441
-6% -$45.8K 0.24% 46
2021
Q4 		$801K Buy
+7,632
New +$774K 0.27% 43

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Thrive Wealth Management's DUK Position: Q2 2026 in Review

Thrive Wealth Management reduced its Duke Energy (DUK) stake by 22% in Q2 2026, selling an estimated $228K and leaving 6,349 shares worth $804K. The position accounts for 0.1% of the portfolio, ranked #95.

Thrive Wealth Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Thrive Wealth Management held 6,349 shares of Duke Energy worth $804K as of Q2 2026.
  • Thrive Wealth Management sold 1,810 Duke Energy shares in Q2 2026, an estimated $228K.
  • Duke Energy made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Thrive Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Duke Energy position peaked at $1.07M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.