Pinnacle Wealth Advisors’s Duke Energy DUK Stock Holding History

Pinnacle Wealth 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
2021 Q2	$11.5M	Buy	+116,533	New	+$11.7M	0.47%	72

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Advisors's DUK Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Duke Energy (DUK) in Q2 2021: 116,533 shares worth $11.5M. The stake represents 0.47% of the portfolio and ranks #72 among its holdings.

1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Pinnacle Wealth Advisors held 116,533 shares of Duke Energy worth $11.5M as of Q2 2021.
Duke Energy was a new Pinnacle Wealth Advisors position in Q2 2021.
Duke Energy made up 0.47% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #72 holding.
1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.