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Pinnacle West Asset Management’s Duke Energy DUK Stock Holding History

Pinnacle West Asset Management’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 		$569K Hold
4,495
– – 0.39% 68
2026
Q1 		$589K Sell
4,495
-110
-2% -$13.8K 0.4% 69
2025
Q4 		$540K Sell
4,605
-50
-1% -$6.11K 0.35% 74
2025
Q3 		$576K Buy
4,655
+20
+0.4% +$2.43K 0.37% 68
2025
Q2 		$547K Sell
4,635
-5
-0.1% -$590 0.38% 67
2025
Q1 		$566K Hold
4,640
– – 0.41% 65
2024
Q4 		$500K Buy
4,640
+100
+2% +$11.3K 0.36% 70
2024
Q3 		$523K Buy
4,540
+115
+3% +$12.8K 0.37% 70
2024
Q2 		$444K Buy
4,425
+90
+2% +$9K 0.35% 73
2024
Q1 		$419K Buy
4,335
+20
+0.5% +$1.9K 0.33% 73
2023
Q4 		$419K Buy
4,315
+165
+4% +$15K 0.36% 73
2023
Q3 		$366K Buy
4,150
+125
+3% +$11.5K 0.36% 73
2023
Q2 		$361K Sell
4,025
-25
-0.6% -$2.36K 0.35% 79
2023
Q1 		$391K Buy
+4,050
New +$400K 0.41% 75

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 $3.38T AUM 44.17% 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 West Asset Management's DUK Position: Q2 2026 in Review

Pinnacle West Asset Management held its Duke Energy (DUK) position steady in Q2 2026 at 4,495 shares worth $569K. The position accounts for 0.39% of the portfolio, ranked #68.

Pinnacle West Asset Management first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $589K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pinnacle West Asset Management held 4,495 shares of Duke Energy worth $569K as of Q2 2026.
  • Pinnacle West Asset Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.39% of Pinnacle West Asset Management's portfolio in Q2 2026, its #68 holding.
  • Pinnacle West Asset Management first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Duke Energy position peaked at $589K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.