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Pinnacle Wealth Management Advisory Group’s Duke Energy DUK Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$572K Sell
4,368
-559
-11% -$69.9K 0.04% 250
2025
Q4 		$577K Buy
4,927
+69
+1% +$8.43K 0.04% 244
2025
Q3 		$601K Sell
4,858
-26
-0.5% -$3.15K 0.05% 204
2025
Q2 		$576K Buy
4,884
+89
+2% +$10.5K 0.05% 201
2025
Q1 		$585K Sell
4,795
-384
-7% -$43.8K 0.05% 186
2024
Q4 		$558K Buy
5,179
+285
+6% +$32.3K 0.05% 184
2024
Q3 		$564K Sell
4,894
-68
-1% -$7.57K 0.05% 189
2024
Q2 		$497K Buy
4,962
+913
+23% +$91.3K 0.05% 197
2024
Q1 		$392K Buy
4,049
+577
+17% +$54.7K 0.04% 221
2023
Q4 		$337K Sell
3,472
-302
-8% -$27.5K 0.04% 228
2023
Q3 		$333K Buy
3,774
+8
+0.2% +$733 0.04% 220
2023
Q2 		$338K Sell
3,766
-965
-20% -$91.1K 0.04% 223
2023
Q1 		$456K Sell
4,731
-384
-8% -$37.9K 0.06% 183
2022
Q4 		$527K Buy
5,115
+1,094
+27% +$105K 0.08% 171
2022
Q3 		$374K Buy
4,021
+215
+6% +$23.1K 0.06% 188
2022
Q2 		$408K Buy
3,806
+623
+20% +$68.5K 0.07% 187
2022
Q1 		$355K Sell
3,183
-101
-3% -$10.5K 0.05% 212
2021
Q4 		$344K Buy
+3,284
New +$333K 0.06% 206
2020
Q1 		– Sell
-2,382
Closed -$217K – 170
2019
Q4 		$217K Buy
+2,382
New +$218K 0.08% 173

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 Wealth Management Advisory Group's DUK Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $69.9K and leaving 4,368 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #250.

Pinnacle Wealth Management Advisory Group first reported a position in DUK in Q4 2019 and has held it in 19 quarters since. The position peaked at $601K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 4,368 shares of Duke Energy worth $572K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 559 Duke Energy shares in Q1 2026, an estimated $69.9K.
  • Duke Energy made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #250 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Duke Energy in Q4 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Duke Energy position peaked at $601K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.