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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
Q2 		$606K Buy
4,788
+420
+10% +$53K 0.04% 254
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 $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

Pinnacle Wealth Management Advisory Group's DUK Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Duke Energy (DUK) stake by 9.6% in Q2 2026, buying an estimated $53K and bringing the position to 4,788 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #254.

Pinnacle Wealth Management Advisory Group first reported a position in DUK in Q4 2019 and has held it in 20 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,788 shares of Duke Energy worth $606K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 420 Duke Energy shares in Q2 2026, an estimated $53K.
  • Duke Energy made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #254 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Duke Energy in Q4 2019 and has held it in 20 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.