Anchor Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
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|
2025
Q1 | $9.94M | Buy |
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|
2024
Q4 | $8.75M | Sell |
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|
2024
Q3 | $9.37M | Buy |
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|
2024
Q2 | $8.02M | Sell |
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|
2024
Q1 | $7.77M | Buy |
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|
2023
Q4 | $7.79M | Buy |
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|
2023
Q3 | $6.93M | Buy |
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|
2023
Q2 | $6.83M | Buy |
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|
2023
Q1 | $6.82M | Buy |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $6.5M | Sell |
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|
2022
Q2 | $7.65M | Buy |
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|
2022
Q1 | $7.93M | Buy |
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|
2021
Q4 | $7.03M | Buy |
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|
2021
Q3 | $6.52M | Buy |
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|
2021
Q2 | $6.37M | Buy |
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|
2021
Q1 | $6.19M | Buy |
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|
2020
Q4 | $5.28M | Buy |
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|
2020
Q3 | $4.65M | Buy |
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|
2020
Q2 | $4.17M | Buy |
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|
2020
Q1 | $4.19M | Buy |
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|
2019
Q4 | $4.63M | Sell |
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|
2019
Q3 | $4.95M | Buy |
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|
2019
Q2 | $4.52M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.52M | Buy |
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|
2018
Q3 | $3.87M | Sell |
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|
2018
Q2 | $3.88M | Sell |
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|
2018
Q1 | $3.82M | Buy |
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|
2017
Q4 | $4M | Buy |
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|
2017
Q3 | $3.95M | Buy |
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|
2017
Q2 | $3.74M | Buy |
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|
2017
Q1 | $3.6M | Sell |
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|
2016
Q4 | $3.49M | Sell |
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|
2016
Q3 | $3.73M | Buy |
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|
2016
Q2 | $3.98M | Buy |
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|
2016
Q1 | $3.71M | Buy |
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