Pinnacle West Asset Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1975730 CASPER, WY

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$568,977

-$19,598 QoQ

Shares Held

4,495

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,398

of 2,440 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $3,804,409 across 9 Utilities - Regulated Electric names. DUK ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,045	$706,109
2	AEP	American Electric Power Co Inc	4,665	$638,218
3	DUK	Duke Energy CORP This page	4,495	$568,977
4	SO	Southern Co	5,125	$490,513
5	ED	Consolidated Edison Inc	2,940	$325,252
6	OGE	Oge Energy Corp.	6,065	$295,122
7	WEC	Wec Energy Group, Inc.	2,520	$294,260
8	D	Dominion Energy, Inc	4,100	$279,989

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,977	4,495	0.0%	Shares	Sole	2026-08-12
2026-03-31	$588,575	4,495	-2.4%	Shares	Sole	2026-05-15
2025-12-31	$539,752	4,605	-1.1%	Shares	Sole	2026-02-10
2025-09-30	$576,056	4,655	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$546,930	4,635	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$565,940	4,640	0.0%	Shares	Sole	2025-05-07
2024-12-31	$499,913	4,640	+2.2%	Shares	Sole	2025-02-04
2024-09-30	$523,462	4,540	+2.6%	Shares	Sole	2024-10-23
2024-06-30	$443,517	4,425	+2.1%	Shares	Sole	2024-08-07
2024-03-31	$419,237	4,335	+0.5%	Shares	Sole	2024-04-24
2023-12-31	$418,727	4,315	+4.0%	Shares	Sole	2024-02-13
2023-09-30	$366,279	4,150	+3.1%	Shares	Sole	2023-11-08
2023-06-30	$361,203	4,025	-0.6%	Shares	Sole	2023-08-15
2023-03-31	$390,703	4,050	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.