PRS
DUK icon

Pinkerton Retirement Specialists’s Duke Energy DUK Stock Holding History

Pinkerton Retirement Specialists’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
Q2 		$5.98M Buy
+45,694
New +$5.76M 0.51% 32
2018
Q1 		– Sell
-300
Closed -$25K – 177
2017
Q4 		$25K Buy
+300
New +$26.2K 0.01% 121
2017
Q1 		– Sell
-254
Closed -$20K – 221
2016
Q4 		$20K Buy
254
+3
+1% +$230 0.01% 306
2016
Q3 		$20K Sell
251
-9
-3% -$745 0.01% 311
2016
Q2 		$22K Buy
+260
New +$20.8K 0.01% 286

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinkerton Retirement Specialists's DUK Position: Q2 2026 in Review

Pinkerton Retirement Specialists opened a new position in Duke Energy (DUK) in Q2 2026: 45,694 shares worth $5.98M. The stake represents 0.51% of the portfolio and ranks #32 among its holdings. This is a return to the name: Pinkerton Retirement Specialists previously reported a position in DUK as recently as Q4 2017.

Pinkerton Retirement Specialists first reported a position in DUK in Q2 2016 and has held it in 5 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pinkerton Retirement Specialists held 45,694 shares of Duke Energy worth $5.98M as of Q2 2026.
  • Duke Energy was a new Pinkerton Retirement Specialists position in Q2 2026.
  • Duke Energy made up 0.51% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #32 holding.
  • Pinkerton Retirement Specialists first reported a position in Duke Energy in Q2 2016 and has held it in 5 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.