Pinnacle Wealth Management Advisory Group, LLC
Position in DUK — Duke Energy CORP
CIK 1631864
RED BANK, NJ
Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$606,065
+$34,120 QoQ
Shares Held
4,788
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,360
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. DUK ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
This page
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,065 | 4,788 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $571,945 | 4,368 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $577,493 | 4,927 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $601,177 | 4,858 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $576,312 | 4,884 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $584,846 | 4,795 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $557,985 | 5,179 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $564,278 | 4,894 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $497,341 | 4,962 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $391,578 | 4,049 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $336,922 | 3,472 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $333,093 | 3,774 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $337,960 | 3,766 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $456,399 | 4,731 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $526,793 | 5,115 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $374,033 | 4,021 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $408,041 | 3,806 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $355,413 | 3,183 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $344,491 | 3,284 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||