Ancora Advisors’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 | $1.02M | Buy |
8,618
+269
| +3% | +$31.7K | 0.02% | 393 |
|
|
2025
Q1 | $1.02M | Buy |
8,349
+1
| +0% | +$122 | 0.02% | 384 |
|
|
2024
Q4 | $899K | Sell |
8,348
-167
| -2% | -$18K | 0.02% | 422 |
|
|
2024
Q3 | $982K | Buy |
8,515
+1,346
| +19% | +$155K | 0.02% | 387 |
|
|
2024
Q2 | $719K | Buy |
7,169
+605
| +9% | +$60.6K | 0.02% | 433 |
|
|
2024
Q1 | $635K | Sell |
6,564
-371
| -5% | -$35.9K | 0.01% | 460 |
|
|
2023
Q4 | $673K | Sell |
6,935
-1,548
| -18% | -$150K | 0.02% | 428 |
|
|
2023
Q3 | $749K | Sell |
8,483
-887
| -9% | -$78.3K | 0.02% | 391 |
|
|
2023
Q2 | $841K | Sell |
9,370
-75
| -0.8% | -$6.73K | 0.02% | 373 |
|
|
2023
Q1 | $911K | Sell |
9,445
-9
| -0.1% | -$868 | 0.03% | 362 |
|
|
2022
Q4 | $974K | Sell |
9,454
-699
| -7% | -$72K | 0.03% | 355 |
|
|
2022
Q3 | $944K | Buy |
10,153
+234
| +2% | +$21.8K | 0.03% | 353 |
|
|
2022
Q2 | $1.06M | Buy |
9,919
+1,266
| +15% | +$136K | 0.03% | 339 |
|
|
2022
Q1 | $967K | Buy |
8,653
+323
| +4% | +$36.1K | 0.02% | 383 |
|
|
2021
Q4 | $873K | Buy |
8,330
+1,136
| +16% | +$119K | 0.02% | 407 |
|
|
2021
Q3 | $702K | Buy |
7,194
+54
| +0.8% | +$5.27K | 0.02% | 459 |
|
|
2021
Q2 | $705K | Buy |
7,140
+34
| +0.5% | +$3.36K | 0.02% | 457 |
|
|
2021
Q1 | $686K | Sell |
7,106
-428
| -6% | -$41.3K | 0.02% | 450 |
|
|
2020
Q4 | $690K | Buy |
7,534
+664
| +10% | +$60.8K | 0.02% | 411 |
|
|
2020
Q3 | $608K | Buy |
6,870
+1,079
| +19% | +$95.5K | 0.02% | 391 |
|
|
2020
Q2 | $462K | Buy |
5,791
+132
| +2% | +$10.5K | 0.02% | 425 |
|
|
2020
Q1 | $457K | Buy |
5,659
+750
| +15% | +$60.6K | 0.02% | 468 |
|
|
2019
Q4 | $448K | Hold |
4,909
| – | – | 0.02% | 509 |
|
|
2019
Q3 | $471K | Buy |
4,909
+327
| +7% | +$31.4K | 0.02% | 464 |
|
|
2019
Q2 | $405K | Sell |
4,582
-15
| -0.3% | -$1.33K | 0.02% | 457 |
|
|
2019
Q1 | $414K | Sell |
4,597
-907
| -16% | -$81.7K | 0.02% | 451 |
|
|
2018
Q4 | $474K | Sell |
5,504
-199
| -3% | -$17.1K | 0.02% | 419 |
|
|
2018
Q3 | $456K | Sell |
5,703
-85
| -1% | -$6.8K | 0.02% | 502 |
|
|
2018
Q2 | $458K | Sell |
5,788
-173
| -3% | -$13.7K | 0.02% | 503 |
|
|
2018
Q1 | $462K | Buy |
5,961
+301
| +5% | +$23.3K | 0.02% | 488 |
|
|
2017
Q4 | $477K | Buy |
5,660
+1
| +0% | +$84 | 0.03% | 448 |
|
|
2017
Q3 | $475K | Buy |
5,659
+189
| +3% | +$15.9K | 0.03% | 466 |
|
|
2017
Q2 | $457K | Buy |
5,470
+42
| +0.8% | +$3.51K | 0.03% | 439 |
|
|
2017
Q1 | $445K | Buy |
5,428
+1
| +0% | +$82 | 0.03% | 439 |
|
|
2016
Q4 | $421K | Buy |
+5,427
| New | +$421K | 0.03% | 434 |
|
|
2015
Q2 | – | Hold |
0
| – | -$215K | – | 512 |
|
|
2015
Q1 | – | Sell |
-2,796
| Closed | -$234K | – | 446 |
|
|
2014
Q4 | $234K | Buy |
+2,796
| New | +$234K | 0.03% | 427 |
|