Cornerstone Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-34,100
| Closed | -$4.22M | – | 194 |
|
|
2025
Q3 | $4.22M | Sell |
34,100
-700
| -2% | -$84.9K | 0.14% | 128 |
|
|
2025
Q2 | $4.11M | Buy |
34,800
+4,200
| +14% | +$496K | 0.14% | 130 |
|
|
2025
Q1 | $3.73M | Sell |
30,600
-6,100
| -17% | -$695K | 0.16% | 137 |
|
|
2024
Q4 | $3.95M | Buy |
36,700
+2,500
| +7% | +$283K | 0.16% | 136 |
|
|
2024
Q3 | $3.94M | Hold |
34,200
| – | – | 0.16% | 142 |
|
|
2024
Q2 | $3.43M | Sell |
34,200
-5,200
| -13% | -$520K | 0.14% | 147 |
|
|
2024
Q1 | $3.81M | Hold |
39,400
| – | – | 0.16% | 151 |
|
|
2023
Q4 | $3.82M | Sell |
39,400
-10,700
| -21% | -$973K | 0.17% | 141 |
|
|
2023
Q3 | $4.42M | Buy |
50,100
+5,400
| +12% | +$495K | 0.21% | 126 |
|
|
2023
Q2 | $4.01M | Buy |
44,700
+42,500
| +1,932% | +$4.01M | 0.19% | 131 |
|
|
2023
Q1 | $212K | Hold |
2,200
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $227K | Sell |
2,200
-35,000
| -94% | -$3.36M | 0.01% | 179 |
|
|
2022
Q3 | $3.46M | Buy |
+37,200
| New | +$4M | 0.17% | 133 |
|
|
2021
Q3 | – | Sell |
-66,000
| Closed | -$6.52M | – | 176 |
|
|
2021
Q2 | $6.52M | Buy |
+66,000
| New | +$6.63M | 0.38% | 74 |
|
|
2021
Q1 | – | Sell |
-34,000
| Closed | -$3.11M | – | 186 |
|
|
2020
Q4 | $3.11M | Hold |
34,000
| – | – | 0.27% | 89 |
|
|
2020
Q3 | $3.01M | Sell |
34,000
-17,000
| -33% | -$1.4M | 0.27% | 89 |
|
|
2020
Q2 | $4.07M | Hold |
51,000
| – | – | 0.38% | 64 |
|
|
2020
Q1 | $4.13M | Hold |
51,000
| – | – | 0.46% | 57 |
|
|
2019
Q4 | $4.65M | Buy |
+51,000
| New | +$4.68M | 0.38% | 77 |
|
|
2019
Q1 | $1.08M | Hold |
12,000
| – | – | 0.09% | 156 |
|
|
2018
Q4 | $1.04M | Buy |
+12,000
| New | +$1.02M | 0.09% | 177 |
|
|
2017
Q3 | – | Sell |
-16,900
| Closed | -$1.41M | – | 260 |
|
|
2017
Q2 | $1.41M | Sell |
16,900
-5,000
| -23% | -$420K | 0.26% | 104 |
|
|
2017
Q1 | $1.8M | Hold |
21,900
| – | – | 0.32% | 82 |
|
|
2016
Q4 | $1.7M | Buy |
21,900
+13,000
| +146% | +$996K | 0.31% | 89 |
|
|
2016
Q3 | $712K | Hold |
8,900
| – | – | 0.18% | 129 |
|
|
2016
Q2 | $764K | Hold |
8,900
| – | – | 0.19% | 125 |
|
|
2016
Q1 | $718K | Buy |
+8,900
| New | +$674K | 0.17% | 140 |
|
|
2013
Q3 | – | Sell |
-7,879
| Closed | -$532K | – | 235 |
|
|
2013
Q2 | $532K | Buy |
+7,879
| New | +$557K | 0.21% | 129 |
|
Other funds holding DUK
Cornerstone Advisors's DUK Position: Q4 2025 in Review
Cornerstone Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 34,100 shares — an estimated $4.22M sold.
Cornerstone Advisors first reported a position in DUK in Q2 2013 and held it in 28 quarters. The position peaked at $6.52M in Q2 2021. 2,401 funds tracked by Wall St. Rank hold DUK as of Q4 2025.
- Cornerstone Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
- Cornerstone Advisors sold 34,100 Duke Energy shares in Q4 2025, an estimated $4.22M.
- Cornerstone Advisors first reported a position in Duke Energy in Q2 2013 and held it in 28 quarters.
- Cornerstone Advisors's Duke Energy position peaked at $6.52M in Q2 2021.
- 2,401 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.
Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.