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Pinnacle Private Wealth’s Duke Energy DUK Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$238K Sell
2,224
-36
-2% -$3.96K 0.09% 231
2022
Q1 		$252K Sell
2,260
-35
-2% -$3.63K 0.08% 243
2021
Q4 		$241K Buy
+2,295
New +$233K 0.08% 257

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Private Wealth's DUK Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Duke Energy (DUK) stake by 1.6% in Q2 2022, selling an estimated $3.96K and leaving 2,224 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #231.

Pinnacle Private Wealth first reported a position in DUK in Q4 2021 and has held it in 3 quarters since. The position peaked at $252K in Q1 2022. 1,809 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Pinnacle Private Wealth held 2,224 shares of Duke Energy worth $238K as of Q2 2022.
  • Pinnacle Private Wealth sold 36 Duke Energy shares in Q2 2022, an estimated $3.96K.
  • Duke Energy made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #231 holding.
  • Pinnacle Private Wealth first reported a position in Duke Energy in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Duke Energy position peaked at $252K in Q1 2022.
  • 1,809 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.