Anchor Pointe Wealth Management’s Duke Energy DUK Stock Holding History

Anchor Pointe 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
2024 Q4	$252K	Buy	+2,338	New	+$265K	0.33%	60

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Anchor Pointe Wealth Management's DUK Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Duke Energy (DUK) in Q4 2024: 2,338 shares worth $252K. The stake represents 0.33% of the portfolio and ranks #60 among its holdings.

2,203 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Anchor Pointe Wealth Management held 2,338 shares of Duke Energy worth $252K as of Q4 2024.
Duke Energy was a new Anchor Pointe Wealth Management position in Q4 2024.
Duke Energy made up 0.33% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #60 holding.
2,203 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.