Ancora Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
8,792
-179
| -2% | -$22.4K | 0.02% | 375 |
|
|
2025
Q4 | $1.05M | Buy |
8,971
+1,072
| +14% | +$131K | 0.02% | 396 |
|
|
2025
Q3 | $978K | Sell |
7,899
-719
| -8% | -$87.3K | 0.02% | 427 |
|
|
2025
Q2 | $1.02M | Buy |
8,618
+269
| +3% | +$31.7K | 0.02% | 400 |
|
|
2025
Q1 | $1.02M | Buy |
8,349
+1
| +0% | +$114 | 0.02% | 390 |
|
|
2024
Q4 | $899K | Sell |
8,348
-167
| -2% | -$18.9K | 0.02% | 424 |
|
|
2024
Q3 | $982K | Buy |
8,515
+1,346
| +19% | +$150K | 0.02% | 392 |
|
|
2024
Q2 | $719K | Buy |
7,169
+605
| +9% | +$60.5K | 0.02% | 441 |
|
|
2024
Q1 | $635K | Sell |
6,564
-371
| -5% | -$35.2K | 0.01% | 470 |
|
|
2023
Q4 | $673K | Sell |
6,935
-1,548
| -18% | -$141K | 0.02% | 445 |
|
|
2023
Q3 | $749K | Sell |
8,483
-887
| -9% | -$81.3K | 0.02% | 400 |
|
|
2023
Q2 | $841K | Sell |
9,370
-75
| -0.8% | -$7.08K | 0.02% | 377 |
|
|
2023
Q1 | $911K | Sell |
9,445
-9
| -0.1% | -$889 | 0.03% | 365 |
|
|
2022
Q4 | $974K | Sell |
9,454
-699
| -7% | -$67.1K | 0.03% | 361 |
|
|
2022
Q3 | $944K | Buy |
10,153
+234
| +2% | +$25.1K | 0.03% | 366 |
|
|
2022
Q2 | $1.06M | Buy |
9,919
+1,266
| +15% | +$139K | 0.03% | 350 |
|
|
2022
Q1 | $967K | Buy |
8,653
+323
| +4% | +$33.5K | 0.02% | 391 |
|
|
2021
Q4 | $873K | Buy |
8,330
+1,136
| +16% | +$115K | 0.02% | 411 |
|
|
2021
Q3 | $702K | Buy |
7,194
+54
| +0.8% | +$5.59K | 0.02% | 465 |
|
|
2021
Q2 | $705K | Buy |
7,140
+34
| +0.5% | +$3.42K | 0.02% | 463 |
|
|
2021
Q1 | $686K | Sell |
7,106
-428
| -6% | -$39.1K | 0.02% | 455 |
|
|
2020
Q4 | $690K | Buy |
7,534
+664
| +10% | +$61.4K | 0.02% | 419 |
|
|
2020
Q3 | $608K | Buy |
6,870
+1,079
| +19% | +$88.9K | 0.02% | 399 |
|
|
2020
Q2 | $462K | Buy |
5,791
+132
| +2% | +$11.2K | 0.02% | 436 |
|
|
2020
Q1 | $457K | Buy |
5,659
+750
| +15% | +$68.9K | 0.02% | 480 |
|
|
2019
Q4 | $448K | Hold |
4,909
| – | – | 0.02% | 514 |
|
|
2019
Q3 | $471K | Buy |
4,909
+327
| +7% | +$29.8K | 0.02% | 471 |
|
|
2019
Q2 | $405K | Sell |
4,582
-15
| -0.3% | -$1.33K | 0.02% | 457 |
|
|
2019
Q1 | $414K | Sell |
4,597
-907
| -16% | -$80K | 0.02% | 451 |
|
|
2018
Q4 | $474K | Sell |
5,504
-199
| -3% | -$16.9K | 0.02% | 419 |
|
|
2018
Q3 | $456K | Sell |
5,703
-85
| -1% | -$6.87K | 0.02% | 502 |
|
|
2018
Q2 | $458K | Sell |
5,788
-173
| -3% | -$13.3K | 0.02% | 503 |
|
|
2018
Q1 | $462K | Buy |
5,961
+301
| +5% | +$23.3K | 0.02% | 488 |
|
|
2017
Q4 | $477K | Buy |
5,660
+1
| +0% | +$87 | 0.03% | 448 |
|
|
2017
Q3 | $475K | Buy |
5,659
+189
| +3% | +$16.2K | 0.03% | 466 |
|
|
2017
Q2 | $457K | Buy |
5,470
+42
| +0.8% | +$3.53K | 0.03% | 439 |
|
|
2017
Q1 | $445K | Buy |
5,428
+1
| +0% | +$79 | 0.03% | 439 |
|
|
2016
Q4 | $421K | Buy |
+5,427
| New | +$416K | 0.03% | 434 |
|
|
2015
Q1 | – | Sell |
-2,796
| Closed | -$227K | – | 446 |
|
|
2014
Q4 | $234K | Buy |
+2,796
| New | +$225K | 0.03% | 427 |
|
Other funds holding DUK
VCM
VPM
Ancora Advisors's DUK Position: Q1 2026 in Review
Ancora Advisors reduced its Duke Energy (DUK) stake by 2% in Q1 2026, selling an estimated $22.4K and leaving 8,792 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #375.
Ancora Advisors first reported a position in DUK in Q4 2014 and has held it in 39 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Ancora Advisors held 8,792 shares of Duke Energy worth $1.15M as of Q1 2026.
- Ancora Advisors sold 179 Duke Energy shares in Q1 2026, an estimated $22.4K.
- Duke Energy made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #375 holding.
- Ancora Advisors first reported a position in Duke Energy in Q4 2014 and has held it in 39 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.