Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$512,395
-$17,650 QoQ
Shares Held
4,048
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,468
of 2,446 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Group, Inc. holds $2,962,153 across 6 Utilities - Regulated Electric names. DUK ranks #2 (17.3% of the industry book) .
All Filings in DUK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,395 | 4,048 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $530,045 | 4,048 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $474,466 | 4,048 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $500,940 | 4,048 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $477,664 | 4,048 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $518,128 | 4,248 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $403,809 | 3,748 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $432,144 | 3,748 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $375,662 | 3,748 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $359,857 | 3,721 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $312,565 | 3,221 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $284,285 | 3,221 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $289,052 | 3,221 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $390,126 | 3,788 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $347,708 | 3,738 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $443,634 | 4,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $473,215 | 4,238 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $444,566 | 4,238 | Shares | Sole | 2022-03-15 | |
| 2021-09-30 | $368,890 | 3,780 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $396,854 | 4,020 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||