Pinnacle Wealth Planning Services
DUK icon

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
Q3 		$225K Sell
1,970
-15
-0.8% -$1.84K 0.02% 464
2026
Q2 		$251K Buy
1,985
+13
+0.7% +$1.64K 0.02% 437
2026
Q1 		$258K Sell
1,972
-13
-0.7% -$1.62K 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% -$82.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's DUK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Duke Energy (DUK) stake by 0.76% in Q3 2026, selling an estimated $1.84K and leaving 1,970 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #464.

Pinnacle Wealth Planning Services first reported a position in DUK in Q4 2020 and has held it in 16 quarters since. The position peaked at $307K in Q1 2022. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,970 shares of Duke Energy worth $225K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 15 Duke Energy shares in Q3 2026, an estimated $1.84K.
  • Duke Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #464 holding.
  • Pinnacle Wealth Planning Services first reported a position in Duke Energy in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's Duke Energy position peaked at $307K in Q1 2022.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.