DUK — DUKE ENERGY CORP NEW COM NEW

Ownership history in Anchor Investment Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Anchor Investment Management, LLC reported a position in DUKE ENERGY CORP NEW COM NEW (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.08% (2023 Q4)
Avg. % of fund
0.87%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,786 +450 +0.5% 0.79% $9.7M $116.22
2025 Q3 ADDED 82,336 +36 +0.0% 0.84% $10.2M $121.65
2025 Q2 ADDED 82,300 +779 +1.0% 0.85% $9.7M $115.00
2025 Q1 ADDED 81,521 +270 +0.3% 0.93% $9.9M $117.80
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUK price (monthly, adj. close)

Other funds also holding DUK

As of 2025 Q4 — sorted by position size

Reliant Investment Partners, LLC 5.75% Bruce & Co., Inc. 3Y 7Y 5.66% CINCINNATI CASUALTY CO 3Y 7Y 3.94% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.42% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 3.07% Ausbil Investment Management Ltd 3Y 2.94% Wealth Group, Ltd. 2.71% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.71% Slocum, Gordon & Co LLP 2.56% EDGAR LOMAX CO/VA 3Y 7Y 2.47%
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