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Pin Oak Investment Advisors’s Duke Energy DUK Stock Holding History

Pin Oak Investment Advisors’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
2026
Q1 		$61K Buy
467
+50
+12% +$6.25K 0.04% 193
2025
Q4 		$51K Hold
417
– – 0.04% 213
2025
Q3 		$51.6K Sell
417
-39
-9% -$4.73K 0.04% 203
2025
Q2 		$55K Hold
456
– – 0.05% 184
2025
Q1 		$54K Hold
456
– – 0.04% 183
2024
Q4 		$53K Hold
456
– – 0.05% 179
2024
Q3 		$52K Hold
456
– – 0.05% 181
2024
Q2 		$46K Buy
456
+393
+624% +$39.3K 0.04% 177
2024
Q1 		$6K Hold
63
– – 0.01% 366
2023
Q4 		$6K Hold
63
– – 0.01% 368
2023
Q3 		$6K Hold
63
– – 0.01% 356
2023
Q2 		$6K Hold
63
– – 0.01% 354
2023
Q1 		$6K Hold
63
– – 0.01% 337
2022
Q4 		$6K Buy
+63
New +$6.05K 0.01% 331
2020
Q2 		– Sell
-50
Closed -$4K – 386
2020
Q1 		$4K Sell
50
-10
-17% -$919 ﹤0.01% 350
2019
Q4 		$5K Hold
60
– – ﹤0.01% 355
2019
Q3 		$6K Sell
60
-13
-18% -$1.18K ﹤0.01% 363
2019
Q2 		$6K Buy
73
+23
+46% +$2.03K ﹤0.01% 392
2019
Q1 		$5K Hold
50
– – ﹤0.01% 373
2018
Q4 		$4K Sell
50
-269
-84% -$22.9K ﹤0.01% 375
2018
Q3 		$26K Buy
319
+2
+0.6% +$162 0.02% 237
2018
Q2 		$25K Buy
317
+28
+10% +$2.15K 0.02% 248
2018
Q1 		$22K Buy
289
+1
+0.3% +$77 0.02% 259
2017
Q4 		$24K Buy
+288
New +$25.2K 0.02% 260

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pin Oak Investment Advisors's DUK Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its Duke Energy (DUK) stake by 12% in Q1 2026, buying an estimated $6.25K and bringing the position to 467 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #193.

Pin Oak Investment Advisors first reported a position in DUK in Q4 2017 and has held it in 24 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pin Oak Investment Advisors held 467 shares of Duke Energy worth $61K as of Q1 2026.
  • Pin Oak Investment Advisors bought 50 Duke Energy shares in Q1 2026, an estimated $6.25K.
  • Duke Energy made up 0.04% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • Pin Oak Investment Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 24 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.