Pinnacle Wealth Planning Services, Inc.

Position in DUK — Duke Energy CORP

CIK 1726752 MANSFIELD, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$251,261

-$6,952 QoQ

Shares Held

1,985

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,942

of 2,446 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. DUK ranks #8 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,772	$648,148
2	AEP	American Electric Power Co Inc	4,541	$621,254
3	NGG	National Grid PLC	6,372	$528,047
4	PEG	Public Service Enterprise Group Inc	5,669	$460,096
5	NEE	Nextera Energy Inc	4,784	$419,891
6	KEP	Korea Electric Power Corp	30,442	$368,348
7	ETR	Entergy Corp /De/	3,078	$353,539
8	DUK	Duke Energy CORP This page	1,985	$251,261

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,261	1,985	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$258,213	1,972	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$232,661	1,985	-3.0%	Shares	Sole	2026-02-13
2025-09-30	$253,192	2,046	+1.4%	Shares	Sole	2025-11-13
2025-06-30	$238,006	2,017	+14.5%	Shares	Sole	2025-08-11
2024-09-30	$203,158	1,762	-28.0%	Shares	Sole	2024-11-13
2023-06-30	$219,593	2,447	-15.3%	Shares	Sole	2023-08-07
2023-03-31	$278,701	2,889	+38.4%	Shares	Sole	2023-05-03
2022-12-31	$214,939	2,087	-29.2%	Shares	Sole	2023-02-13
2022-09-30	$274,222	2,948	+5.4%	Shares	Sole	2022-11-09
2022-06-30	$299,759	2,796	+1.9%	Shares	Sole	2022-08-03
2022-03-31	$306,506	2,745	+20.6%	Shares	Sole	2022-04-20
2021-12-31	$238,856	2,277	+5.9%	Shares	Sole	2022-01-21
2021-09-30	$209,916	2,151	+38.6%	Shares	Sole	2021-10-29
2020-12-31	$142,101	1,552	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.