Pinnacle West Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$10.8K | 0.36% | 70 |
|
|
2024
Q3 | $523K | Buy |
4,540
+115
| +3% | +$13.2K | 0.37% | 70 |
|
|
2024
Q2 | $444K | Buy |
4,425
+90
| +2% | +$9.03K | 0.35% | 73 |
|
|
2024
Q1 | $419K | Buy |
4,335
+20
| +0.5% | +$1.93K | 0.33% | 73 |
|
|
2023
Q4 | $419K | Buy |
4,315
+165
| +4% | +$16K | 0.36% | 73 |
|
|
2023
Q3 | $366K | Buy |
4,150
+125
| +3% | +$11K | 0.36% | 73 |
|
|
2023
Q2 | $361K | Sell |
4,025
-25
| -0.6% | -$2.24K | 0.35% | 79 |
|
|
2023
Q1 | $391K | Buy |
+4,050
| New | +$391K | 0.41% | 75 |
|