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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
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 $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 West Asset Management's DUK Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Duke Energy (DUK) stake by 2.4% in Q1 2026, selling an estimated $13.8K and leaving 4,495 shares worth $589K. The position accounts for 0.4% of the portfolio, ranked #69.

Pinnacle West Asset Management first reported a position in DUK in Q1 2023 and has held it in 13 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pinnacle West Asset Management held 4,495 shares of Duke Energy worth $589K as of Q1 2026.
  • Pinnacle West Asset Management sold 110 Duke Energy shares in Q1 2026, an estimated $13.8K.
  • Duke Energy made up 0.4% of Pinnacle West Asset Management's portfolio in Q1 2026, its #69 holding.
  • Pinnacle West Asset Management first reported a position in Duke Energy in Q1 2023 and has held it in 13 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.