Duke Energy shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 2.0k | 123.72 |
| 2025-06-30 | $238k | 2.0k | 118.00 |
| 2024-09-30 | $203k | 1.8k | 115.30 |
| 2023-06-30 | $220k | 2.4k | 89.75 |
| 2023-03-31 | $279k | 2.9k | 96.48 |
| 2022-12-31 | $215k | 2.1k | 103.00 |
| 2022-09-30 | $268k | 2.9k | 90.91 |
| 2022-06-30 | $300k | 2.8k | 107.30 |
| 2022-03-31 | $307k | 2.7k | 111.84 |
| 2021-12-31 | $259k | 2.3k | 113.64 |
| 2021-09-30 | $210k | 2.2k | 97.63 |
| 2020-12-31 | $137k | 1.6k | 88.24 |
More positions owned by Pinnacle Wealth Planning Services
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