Pinion Investment 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 | $210K | Sell |
1,602
-264
| -14% | -$33K | 0.05% | 174 |
|
|
2025
Q4 | $219K | Sell |
1,866
-9
| -0.5% | -$1.1K | 0.05% | 163 |
|
|
2025
Q3 | $239K | Hold |
1,875
| – | – | 0.07% | 152 |
|
|
2025
Q2 | $221K | Sell |
1,875
-1
| -0.1% | -$118 | 0.08% | 152 |
|
|
2025
Q1 | $229K | Sell |
1,876
-284
| -13% | -$32.4K | 0.05% | 145 |
|
|
2024
Q4 | $233K | Sell |
2,160
-80
| -4% | -$9.06K | 0.09% | 144 |
|
|
2024
Q3 | $258K | Sell |
2,240
-65
| -3% | -$7.24K | 0.11% | 137 |
|
|
2024
Q2 | $231K | Sell |
2,305
-575
| -20% | -$57.5K | 0.11% | 131 |
|
|
2024
Q1 | $279K | Sell |
2,880
-540
| -16% | -$51.2K | 0.14% | 127 |
|
|
2023
Q4 | $332K | Sell |
3,420
-1,062
| -24% | -$96.6K | 0.2% | 111 |
|
|
2023
Q3 | $396K | Buy |
4,482
+660
| +17% | +$60.5K | 0.26% | 98 |
|
|
2023
Q2 | $343K | Buy |
3,822
+812
| +27% | +$76.6K | 0.23% | 107 |
|
|
2023
Q1 | $290K | Sell |
3,010
-288
| -9% | -$28.5K | 0.27% | 100 |
|
|
2022
Q4 | $340K | Sell |
3,298
-1,122
| -25% | -$108K | 0.32% | 85 |
|
|
2022
Q3 | $411K | Sell |
4,420
-80
| -2% | -$8.59K | 0.36% | 88 |
|
|
2022
Q2 | $482K | Buy |
4,500
+780
| +21% | +$85.8K | 0.4% | 81 |
|
|
2022
Q1 | $415K | Hold |
3,720
| – | – | 0.29% | 111 |
|
|
2021
Q4 | $390K | Sell |
3,720
-270
| -7% | -$27.4K | 0.26% | 113 |
|
|
2021
Q3 | $389K | Sell |
3,990
-13
| -0.3% | -$1.35K | 0.31% | 101 |
|
|
2021
Q2 | $395K | Buy |
4,003
+11
| +0.3% | +$1.1K | 0.32% | 106 |
|
|
2021
Q1 | $385K | Buy |
3,992
+159
| +4% | +$14.5K | 0.36% | 103 |
|
|
2020
Q4 | $351K | Sell |
3,833
-175
| -4% | -$16.2K | 0.37% | 93 |
|
|
2020
Q3 | $320K | Hold |
4,008
| – | – | 0.48% | 84 |
|
|
2020
Q2 | $320K | Buy |
4,008
+335
| +9% | +$28.3K | 0.48% | 84 |
|
|
2020
Q1 | $297K | Buy |
3,673
+288
| +9% | +$26.5K | 0.64% | 72 |
|
|
2019
Q4 | $309K | Buy |
3,385
+265
| +8% | +$24.3K | 0.57% | 88 |
|
|
2019
Q3 | $299K | Sell |
3,120
-30
| -1% | -$2.73K | 0.61% | 89 |
|
|
2019
Q2 | $278K | Sell |
3,150
-415
| -12% | -$36.7K | 0.6% | 89 |
|
|
2019
Q1 | $321K | Buy |
3,565
+30
| +0.8% | +$2.65K | 0.56% | 89 |
|
|
2018
Q4 | $305K | Sell |
3,535
-810
| -19% | -$68.9K | 0.64% | 82 |
|
|
2018
Q3 | $348K | Buy |
4,345
+55
| +1% | +$4.45K | 0.67% | 71 |
|
|
2018
Q2 | $339K | Sell |
4,290
-690
| -14% | -$53.1K | 0.66% | 71 |
|
|
2018
Q1 | $386K | Buy |
+4,980
| New | +$385K | 0.83% | 50 |
|
Other funds holding DUK
VCM
VPM
Pinion Investment Advisors's DUK Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Duke Energy (DUK) stake by 14% in Q1 2026, selling an estimated $33K and leaving 1,602 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #174.
Pinion Investment Advisors first reported a position in DUK in Q1 2018 and has held it in 33 quarters since. The position peaked at $482K in Q2 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Pinion Investment Advisors held 1,602 shares of Duke Energy worth $210K as of Q1 2026.
- Pinion Investment Advisors sold 264 Duke Energy shares in Q1 2026, an estimated $33K.
- Duke Energy made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #174 holding.
- Pinion Investment Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Duke Energy position peaked at $482K in Q2 2022.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.