Anchor Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
82,300
+779
| +1% | +$91.9K | 0.85% | 24 |
|
|
2025
Q1 | $9.94M | Buy |
81,521
+270
| +0.3% | +$32.9K | 0.93% | 24 |
|
|
2024
Q4 | $8.75M | Sell |
81,251
-1
| -0% | -$108 | 0.82% | 27 |
|
|
2024
Q3 | $9.37M | Buy |
81,252
+1,252
| +2% | +$144K | 0.88% | 25 |
|
|
2024
Q2 | $8.02M | Sell |
80,000
-338
| -0.4% | -$33.9K | 0.83% | 30 |
|
|
2024
Q1 | $7.77M | Buy |
80,338
+92
| +0.1% | +$8.9K | 0.81% | 29 |
|
|
2023
Q4 | $7.79M | Buy |
80,246
+1,695
| +2% | +$164K | 0.89% | 26 |
|
|
2023
Q3 | $6.93M | Buy |
78,551
+2,431
| +3% | +$215K | 0.91% | 29 |
|
|
2023
Q2 | $6.83M | Buy |
76,120
+5,456
| +8% | +$490K | 0.87% | 27 |
|
|
2023
Q1 | $6.82M | Buy |
70,664
+748
| +1% | +$72.2K | 0.93% | 25 |
|
|
2022
Q4 | $7.2M | Buy |
69,916
+36
| +0.1% | +$3.71K | 1.03% | 22 |
|
|
2022
Q3 | $6.5M | Sell |
69,880
-1,474
| -2% | -$137K | 1.01% | 23 |
|
|
2022
Q2 | $7.65M | Buy |
71,354
+377
| +0.5% | +$40.4K | 1.11% | 20 |
|
|
2022
Q1 | $7.93M | Buy |
70,977
+3,922
| +6% | +$438K | 1% | 21 |
|
|
2021
Q4 | $7.03M | Buy |
67,055
+281
| +0.4% | +$29.5K | 0.87% | 25 |
|
|
2021
Q3 | $6.52M | Buy |
66,774
+2,221
| +3% | +$217K | 0.91% | 24 |
|
|
2021
Q2 | $6.37M | Buy |
64,553
+460
| +0.7% | +$45.4K | 0.88% | 26 |
|
|
2021
Q1 | $6.19M | Buy |
64,093
+6,372
| +11% | +$615K | 0.94% | 24 |
|
|
2020
Q4 | $5.28M | Buy |
57,721
+5,227
| +10% | +$479K | 0.95% | 22 |
|
|
2020
Q3 | $4.65M | Buy |
52,494
+284
| +0.5% | +$25.2K | 0.94% | 24 |
|
|
2020
Q2 | $4.17M | Buy |
52,210
+445
| +0.9% | +$35.6K | 0.93% | 24 |
|
|
2020
Q1 | $4.19M | Buy |
51,765
+1,012
| +2% | +$81.9K | 1.08% | 16 |
|
|
2019
Q4 | $4.63M | Sell |
50,753
-844
| -2% | -$77K | 0.99% | 19 |
|
|
2019
Q3 | $4.95M | Buy |
51,597
+371
| +0.7% | +$35.6K | 1.14% | 13 |
|
|
2019
Q2 | $4.52M | Sell |
51,226
-269
| -0.5% | -$23.7K | 1.08% | 13 |
|
|
2019
Q1 | $4.63M | Sell |
51,495
-894
| -2% | -$80.5K | 1.16% | 12 |
|
|
2018
Q4 | $4.52M | Buy |
52,389
+4,062
| +8% | +$351K | 1.29% | 10 |
|
|
2018
Q3 | $3.87M | Sell |
48,327
-790
| -2% | -$63.2K | 0.89% | 22 |
|
|
2018
Q2 | $3.88M | Sell |
49,117
-199
| -0.4% | -$15.7K | 0.96% | 19 |
|
|
2018
Q1 | $3.82M | Buy |
49,316
+1,703
| +4% | +$132K | 1% | 17 |
|
|
2017
Q4 | $4M | Buy |
47,613
+599
| +1% | +$50.4K | 1.06% | 16 |
|
|
2017
Q3 | $3.95M | Buy |
47,014
+2,291
| +5% | +$192K | 1.16% | 14 |
|
|
2017
Q2 | $3.74M | Buy |
44,723
+876
| +2% | +$73.2K | 1.24% | 11 |
|
|
2017
Q1 | $3.6M | Sell |
43,847
-1,166
| -3% | -$95.6K | 1.24% | 11 |
|
|
2016
Q4 | $3.49M | Sell |
45,013
-1,602
| -3% | -$124K | 1.31% | 9 |
|
|
2016
Q3 | $3.73M | Buy |
46,615
+262
| +0.6% | +$21K | 1.45% | 9 |
|
|
2016
Q2 | $3.98M | Buy |
46,353
+398
| +0.9% | +$34.1K | 1.57% | 8 |
|
|
2016
Q1 | $3.71M | Buy |
+45,955
| New | +$3.71M | 1.52% | 9 |
|