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Pinnacle Bancorp’s Duke Energy DUK Stock Holding History

Pinnacle Bancorp’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 		$441K Buy
3,371
+700
+26% +$87.5K 0.13% 141
2025
Q4 		$313K Hold
2,671
– – 0.09% 170
2025
Q3 		$331K Buy
2,671
+602
+29% +$73.1K 0.1% 166
2025
Q2 		$244K Sell
2,069
-248
-11% -$29.3K 0.08% 203
2025
Q1 		$283K Buy
2,317
+25
+1% +$2.85K 0.09% 173
2024
Q4 		$247K Buy
2,292
+69
+3% +$7.82K 0.08% 192
2024
Q3 		$256K Hold
2,223
– – 0.07% 187
2024
Q2 		$223K Sell
2,223
-696
-24% -$69.6K 0.07% 188
2024
Q1 		$282K Buy
2,919
+796
+37% +$75.5K 0.08% 166
2023
Q4 		$206K Hold
2,123
– – 0.07% 186
2023
Q3 		$187K Buy
2,123
+400
+23% +$36.7K 0.07% 185
2023
Q2 		$155K Sell
1,723
-269
-14% -$25.4K 0.05% 216
2023
Q1 		$192K Hold
1,992
– – 0.07% 197
2022
Q4 		$205K Sell
1,992
-14
-0.7% -$1.34K 0.08% 181
2022
Q3 		$187K Hold
2,006
– – 0.08% 178
2022
Q2 		$215K Hold
2,006
– – 0.09% 165
2022
Q1 		$224K Buy
2,006
+141
+8% +$14.6K 0.08% 163
2021
Q4 		$196K Hold
1,865
– – 0.07% 175
2021
Q3 		$182K Sell
1,865
-91
-5% -$9.42K 0.07% 172
2021
Q2 		$193K Hold
1,956
– – 0.09% 167
2021
Q1 		$189K Hold
1,956
– – 0.09% 163
2020
Q4 		$179K Hold
1,956
– – 0.11% 159
2020
Q3 		$173K Sell
1,956
-913
-32% -$75.3K 0.12% 144
2020
Q2 		$229K Buy
2,869
+913
+47% +$77.1K 0.17% 120
2020
Q1 		$158K Hold
1,956
– – 0.14% 140
2019
Q4 		$178K Hold
1,956
– – 0.12% 150
2019
Q3 		$188K Hold
1,956
– – 0.11% 137
2019
Q2 		$173K Hold
1,956
– – 0.1% 146
2019
Q1 		$176K Hold
1,956
– – 0.1% 144
2018
Q4 		$169K Buy
+1,956
New +$166K 0.1% 145
2017
Q1 		$104K Buy
+1,265
New +$101K 0.07% 187

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

Pinnacle Bancorp's DUK Position: Q1 2026 in Review

Pinnacle Bancorp increased its Duke Energy (DUK) stake by 26% in Q1 2026, buying an estimated $87.5K and bringing the position to 3,371 shares worth $441K. The position accounts for 0.13% of the portfolio, ranked #141.

Pinnacle Bancorp first reported a position in DUK in Q1 2017 and has held it in 31 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pinnacle Bancorp held 3,371 shares of Duke Energy worth $441K as of Q1 2026.
  • Pinnacle Bancorp bought 700 Duke Energy shares in Q1 2026, an estimated $87.5K.
  • Duke Energy made up 0.13% of Pinnacle Bancorp's portfolio in Q1 2026, its #141 holding.
  • Pinnacle Bancorp first reported a position in Duke Energy in Q1 2017 and has held it in 31 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.