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Anchor Investment Management’s Duke Energy DUK Stock Holding History

Anchor Investment 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
Q1 		$10.9M Buy
82,941
+155
+0.2% +$19.4K 0.91% 25
2025
Q4 		$9.7M Buy
82,786
+450
+0.5% +$55K 0.79% 25
2025
Q3 		$10.2M Buy
82,336
+36
+0% +$4.37K 0.84% 27
2025
Q2 		$9.71M Buy
82,300
+779
+1% +$91.9K 0.85% 24
2025
Q1 		$9.94M Buy
81,521
+270
+0.3% +$30.8K 0.93% 24
2024
Q4 		$8.75M Sell
81,251
-1
-0% -$113 0.82% 27
2024
Q3 		$9.37M Buy
81,252
+1,252
+2% +$139K 0.88% 25
2024
Q2 		$8.02M Sell
80,000
-338
-0.4% -$33.8K 0.83% 30
2024
Q1 		$7.77M Buy
80,338
+92
+0.1% +$8.73K 0.81% 29
2023
Q4 		$7.79M Buy
80,246
+1,695
+2% +$154K 0.89% 26
2023
Q3 		$6.93M Buy
78,551
+2,431
+3% +$223K 0.91% 29
2023
Q2 		$6.83M Buy
76,120
+5,456
+8% +$515K 0.87% 27
2023
Q1 		$6.82M Buy
70,664
+748
+1% +$73.9K 0.93% 25
2022
Q4 		$7.2M Buy
69,916
+36
+0.1% +$3.46K 1.03% 22
2022
Q3 		$6.5M Sell
69,880
-1,474
-2% -$158K 1.01% 23
2022
Q2 		$7.65M Buy
71,354
+377
+0.5% +$41.5K 1.11% 20
2022
Q1 		$7.93M Buy
70,977
+3,922
+6% +$407K 1% 21
2021
Q4 		$7.03M Buy
67,055
+281
+0.4% +$28.5K 0.87% 25
2021
Q3 		$6.52M Buy
66,774
+2,221
+3% +$230K 0.91% 24
2021
Q2 		$6.37M Buy
64,553
+460
+0.7% +$46.2K 0.88% 26
2021
Q1 		$6.19M Buy
64,093
+6,372
+11% +$582K 0.94% 24
2020
Q4 		$5.28M Buy
57,721
+5,227
+10% +$484K 0.95% 22
2020
Q3 		$4.65M Buy
52,494
+284
+0.5% +$23.4K 0.94% 24
2020
Q2 		$4.17M Buy
52,210
+445
+0.9% +$37.6K 0.93% 24
2020
Q1 		$4.19M Buy
51,765
+1,012
+2% +$93K 1.08% 16
2019
Q4 		$4.63M Sell
50,753
-844
-2% -$77.4K 0.99% 19
2019
Q3 		$4.95M Buy
51,597
+371
+0.7% +$33.8K 1.14% 13
2019
Q2 		$4.52M Sell
51,226
-269
-0.5% -$23.8K 1.08% 13
2019
Q1 		$4.63M Sell
51,495
-894
-2% -$78.8K 1.16% 12
2018
Q4 		$4.52M Buy
52,389
+4,062
+8% +$346K 1.29% 10
2018
Q3 		$3.87M Sell
48,327
-790
-2% -$63.9K 0.89% 22
2018
Q2 		$3.88M Sell
49,117
-199
-0.4% -$15.3K 0.96% 19
2018
Q1 		$3.82M Buy
49,316
+1,703
+4% +$132K 1% 17
2017
Q4 		$4M Buy
47,613
+599
+1% +$52.3K 1.06% 16
2017
Q3 		$3.95M Buy
47,014
+2,291
+5% +$196K 1.16% 14
2017
Q2 		$3.74M Buy
44,723
+876
+2% +$73.6K 1.24% 11
2017
Q1 		$3.6M Sell
43,847
-1,166
-3% -$92.7K 1.24% 11
2016
Q4 		$3.49M Sell
45,013
-1,602
-3% -$123K 1.31% 9
2016
Q3 		$3.73M Buy
46,615
+262
+0.6% +$21.7K 1.45% 9
2016
Q2 		$3.98M Buy
46,353
+398
+0.9% +$31.8K 1.57% 8
2016
Q1 		$3.71M Buy
+45,955
New +$3.48M 1.52% 9

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anchor Investment Management's DUK Position: Q1 2026 in Review

Anchor Investment Management increased its Duke Energy (DUK) stake by 0.19% in Q1 2026, buying an estimated $19.4K and bringing the position to 82,941 shares worth $10.9M. The position accounts for 0.91% of the portfolio, ranked #25.

Anchor Investment Management first reported a position in DUK in Q1 2016 and has held it in 41 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Anchor Investment Management held 82,941 shares of Duke Energy worth $10.9M as of Q1 2026.
  • Anchor Investment Management bought 155 Duke Energy shares in Q1 2026, an estimated $19.4K.
  • Duke Energy made up 0.91% of Anchor Investment Management's portfolio in Q1 2026, its #25 holding.
  • Anchor Investment Management first reported a position in Duke Energy in Q1 2016 and has held it in 41 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.