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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
Q2 		$251K Buy
1,985
+13
+0.7% +$1.64K 0.02% 437
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 $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 Planning Services's DUK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Duke Energy (DUK) stake by 0.66% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,985 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #437.

Pinnacle Wealth Planning Services first reported a position in DUK in Q4 2020 and has held it in 15 quarters since. The position peaked at $307K in Q1 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,985 shares of Duke Energy worth $251K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Duke Energy shares in Q2 2026, an estimated $1.64K.
  • Duke Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #437 holding.
  • Pinnacle Wealth Planning Services first reported a position in Duke Energy in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Duke Energy position peaked at $307K in Q1 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.