Duke Energy shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $564k | 4.9k | 115.30 |
| 2024-06-30 | $497k | 5.0k | 100.23 |
| 2024-03-31 | $392k | 4.0k | 96.71 |
| 2023-12-31 | $337k | 3.5k | 97.04 |
| 2023-09-30 | $333k | 3.8k | 88.26 |
| 2023-06-30 | $338k | 3.8k | 89.74 |
| 2023-03-31 | $456k | 4.7k | 96.47 |
| 2022-12-31 | $527k | 5.1k | 102.99 |
| 2022-09-30 | $374k | 4.0k | 93.01 |
| 2022-06-30 | $408k | 3.8k | 107.20 |
| 2022-03-31 | $355k | 3.2k | 111.53 |
| 2021-12-31 | $344k | 3.3k | 104.75 |
| 2019-12-31 | $217k | 2.4k | 91.10 |
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