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

Pinnacle Wealth Management 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 		$512K Hold
4,048
– – 0.24% 71
2026
Q1 		$530K Hold
4,048
– – 0.26% 66
2025
Q4 		$474K Hold
4,048
– – 0.24% 71
2025
Q3 		$501K Hold
4,048
– – 0.26% 60
2025
Q2 		$478K Sell
4,048
-200
-5% -$23.6K 0.27% 64
2025
Q1 		$518K Buy
4,248
+500
+13% +$57K 0.36% 49
2024
Q4 		$404K Hold
3,748
– – 0.25% 72
2024
Q3 		$432K Hold
3,748
– – 0.27% 69
2024
Q2 		$376K Buy
3,748
+27
+0.7% +$2.7K 0.25% 69
2024
Q1 		$360K Buy
3,721
+500
+16% +$47.4K 0.27% 72
2023
Q4 		$313K Hold
3,221
– – 0.26% 75
2023
Q3 		$284K Hold
3,221
– – 0.26% 77
2023
Q2 		$289K Sell
3,221
-567
-15% -$53.5K 0.25% 75
2023
Q1 		$365K Hold
3,788
– – 0.32% 65
2022
Q4 		$390K Buy
3,788
+50
+1% +$4.8K 0.35% 62
2022
Q3 		$348K Sell
3,738
-400
-10% -$43K 0.31% 70
2022
Q2 		$444K Sell
4,138
-100
-2% -$11K 0.37% 59
2022
Q1 		$473K Hold
4,238
– – 0.36% 65
2021
Q4 		$445K Buy
4,238
+458
+12% +$46.4K 0.33% 73
2021
Q3 		$369K Sell
3,780
-240
-6% -$24.8K 0.28% 85
2021
Q2 		$397K Buy
+4,020
New +$404K 0.29% 89

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Pinnacle Wealth Management Group held its Duke Energy (DUK) position steady in Q2 2026 at 4,048 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #71.

Pinnacle Wealth Management Group first reported a position in DUK in Q2 2021 and has held it in 21 quarters since. The position peaked at $530K in Q1 2026. 508 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pinnacle Wealth Management Group held 4,048 shares of Duke Energy worth $512K as of Q2 2026.
  • Pinnacle Wealth Management Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.24% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #71 holding.
  • Pinnacle Wealth Management Group first reported a position in Duke Energy in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Duke Energy position peaked at $530K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.