Position in DUK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$10,860,294
+$1,156,947 QoQ
Shares Held
82,941
+0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. DUK ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
82,941 | $10,860,294 | |
| 2 | SO |
Southern Co
|
75,927 | $7,328,474 | |
| 3 | NEE |
Nextera Energy Inc
|
53,402 | $4,959,977 | |
| 4 | D |
Dominion Energy, Inc
|
11,988 | $741,098 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,235 | $555,123 | |
| 6 | FE |
Firstenergy Corp
|
4,000 | $202,640 | |
| 7 | ES |
Eversource Energy
|
2,546 | $176,386 | |
| 8 | ED |
Consolidated Edison Inc
|
1,211 | $137,060 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,860,294 | 82,941 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,703,347 | 82,786 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $10,189,080 | 82,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,711,400 | 82,300 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $9,943,116 | 81,521 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,753,982 | 81,251 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,368,355 | 81,252 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $8,018,400 | 80,000 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $7,769,487 | 80,338 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,787,071 | 80,246 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $6,932,911 | 78,551 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $6,831,008 | 76,120 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $6,816,956 | 70,664 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $7,200,648 | 69,916 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $6,500,237 | 69,880 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $7,649,862 | 71,354 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $7,925,291 | 70,977 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $7,034,069 | 67,055 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $6,516,474 | 66,774 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $6,372,672 | 64,553 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $6,186,897 | 64,093 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $5,284,934 | 57,721 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $4,648,868 | 52,494 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $4,171,056 | 52,210 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $4,186,753 | 51,765 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||