Anchor Capital Advisors’s Duke Energy DUK Stock Holding History

Anchor Capital Advisors’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
2018 Q2	–	Sell	-3,553	Closed	-$275K	–	288
2018 Q1	$275K	Sell	3,553 -1,731	-33%	-$134K	0.01%	279
2017 Q4	$444K	Hold	5,284	–	–	0.02%	215
2017 Q3	$443K	Sell	5,284 -1,300	-20%	-$111K	0.02%	207
2017 Q2	$550K	Hold	6,584	–	–	0.02%	199
2017 Q1	$540K	Sell	6,584 -2,143	-25%	-$170K	0.02%	208
2016 Q4	$677K	Hold	8,727	–	–	0.03%	192
2016 Q3	$699K	Sell	8,727 -361	-4%	-$29.9K	0.02%	197
2016 Q2	$780K	Sell	9,088 -1	-0%	-$80	0.02%	187
2016 Q1	$733K	Sell	9,089 -270	-3%	-$20.4K	0.02%	195
2015 Q4	$668K	Sell	9,359 -3,567	-28%	-$251K	0.02%	214
2015 Q3	$930K	Sell	12,926 -212	-2%	-$15.4K	0.02%	187
2015 Q2	$928K	Sell	13,138 -98,323	-88%	-$7.43M	0.02%	198
2015 Q1	$8.56M	Sell	111,461 -26,887	-19%	-$2.18M	0.19%	107
2014 Q4	$11.6M	Sell	138,348 -6,363	-4%	-$513K	0.23%	103
2014 Q3	$10.8M	Sell	144,711 -11,007	-7%	-$803K	0.22%	103
2014 Q2	$11.6M	Sell	155,718 -118,725	-43%	-$8.54M	0.22%	104
2014 Q1	$19.5M	Sell	274,443 -724,196	-73%	-$50.5M	0.39%	89
2013 Q4	$68.9M	Sell	998,639 -34,367	-3%	-$2.41M	1.37%	24
2013 Q3	$69M	Sell	1,033,006 -70,808	-6%	-$4.83M	1.49%	22
2013 Q2	$74.5M	Buy	+1,103,814	New	+$78M	1.59%	19

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Anchor Capital Advisors's DUK Position: Q2 2018 in Review

Anchor Capital Advisors sold out of Duke Energy (DUK) in Q2 2018, closing a stake of 3,553 shares — an estimated $275K sold.

Anchor Capital Advisors first reported a position in DUK in Q2 2013 and held it in 20 quarters. The position peaked at $74.5M in Q2 2013. 1,353 funds tracked by Wall St. Rank hold DUK as of Q2 2018.

Anchor Capital Advisors reported no remaining Duke Energy position as of Q2 2018 after selling out during the quarter.
Anchor Capital Advisors sold 3,553 Duke Energy shares in Q2 2018, an estimated $275K.
Anchor Capital Advisors first reported a position in Duke Energy in Q2 2013 and held it in 20 quarters.
Anchor Capital Advisors's Duke Energy position peaked at $74.5M in Q2 2013.
1,353 funds tracked by Wall St. Rank held Duke Energy as of Q2 2018.

Based on Anchor Capital Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.