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Pinnacle Wealth Planning Services’s Duke Energy DUK Stock Holding History

Pinnacle Wealth Planning Services’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 		$258K Sell
1,972
-13
-0.7% -$1.63K 0.03% 388
2025
Q4 		$233K Sell
1,985
-61
-3% -$7.45K 0.02% 419
2025
Q3 		$253K Buy
2,046
+29
+1% +$3.52K 0.03% 374
2025
Q2 		$238K Buy
+2,017
New +$238K 0.03% 372
2024
Q4 		– Sell
-1,762
Closed -$203K – 434
2024
Q3 		$203K Buy
+1,762
New +$196K 0.03% 460
2023
Q3 		– Sell
-2,447
Closed -$220K – 463
2023
Q2 		$220K Sell
2,447
-442
-15% -$41.7K 0.04% 355
2023
Q1 		$279K Buy
2,889
+802
+38% +$79.2K 0.05% 286
2022
Q4 		$215K Sell
2,087
-861
-29% -$82.7K 0.04% 345
2022
Q3 		$274K Buy
2,948
+152
+5% +$16.3K 0.05% 259
2022
Q2 		$300K Buy
2,796
+51
+2% +$5.61K 0.05% 248
2022
Q1 		$307K Buy
2,745
+468
+21% +$48.6K 0.06% 267
2021
Q4 		$239K Buy
2,277
+126
+6% +$12.8K 0.05% 315
2021
Q3 		$210K Buy
+2,151
New +$223K 0.05% 322
2021
Q1 		– Sell
-1,552
Closed -$142K – 795
2020
Q4 		$142K Buy
+1,552
New +$144K 0.03% 356

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 Planning Services's DUK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Duke Energy (DUK) stake by 0.65% in Q1 2026, selling an estimated $1.63K and leaving 1,972 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #388.

Pinnacle Wealth Planning Services first reported a position in DUK in Q4 2020 and has held it in 14 quarters since. The position peaked at $307K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,972 shares of Duke Energy worth $258K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 13 Duke Energy shares in Q1 2026, an estimated $1.63K.
  • Duke Energy made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #388 holding.
  • Pinnacle Wealth Planning Services first reported a position in Duke Energy in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Duke Energy position peaked at $307K in Q1 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.