Cornerstone Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $840K | Buy |
6,416
+586
| +10% | +$73.3K | 0.08% | 115 |
|
|
2025
Q4 | $683K | Buy |
5,830
+16
| +0.3% | +$1.95K | 0.07% | 124 |
|
|
2025
Q3 | $719K | Buy |
5,814
+61
| +1% | +$7.4K | 0.07% | 116 |
|
|
2025
Q2 | $679K | Sell |
5,753
-199
| -3% | -$23.5K | 0.07% | 125 |
|
|
2025
Q1 | $732K | Sell |
5,952
-77
| -1% | -$8.78K | 0.09% | 114 |
|
|
2024
Q4 | $673K | Sell |
6,029
-664
| -10% | -$75.2K | 0.08% | 122 |
|
|
2024
Q3 | $772K | Buy |
6,693
+68
| +1% | +$7.57K | 0.1% | 99 |
|
|
2024
Q2 | $664K | Sell |
6,625
-1,133
| -15% | -$113K | 0.09% | 109 |
|
|
2024
Q1 | $750K | Buy |
7,758
+210
| +3% | +$19.9K | 0.11% | 107 |
|
|
2023
Q4 | $732K | Sell |
7,548
-807
| -10% | -$73.4K | 0.11% | 108 |
|
|
2023
Q3 | $737K | Buy |
8,355
+252
| +3% | +$23.1K | 0.13% | 101 |
|
|
2023
Q2 | $727K | Buy |
8,103
+105
| +1% | +$9.91K | 0.13% | 101 |
|
|
2023
Q1 | $772K | Buy |
7,998
+1,695
| +27% | +$167K | 0.14% | 103 |
|
|
2022
Q4 | $649K | Sell |
6,303
-795
| -11% | -$76.3K | 0.13% | 105 |
|
|
2022
Q3 | $660K | Buy |
7,098
+1,544
| +28% | +$166K | 0.15% | 96 |
|
|
2022
Q2 | $595K | Sell |
5,554
-6,090
| -52% | -$670K | 0.14% | 103 |
|
|
2022
Q1 | $1.3M | Buy |
11,644
+1,258
| +12% | +$131K | 0.2% | 85 |
|
|
2021
Q4 | $1.09M | Buy |
10,386
+1
| +0% | +$101 | 0.16% | 96 |
|
|
2021
Q3 | $1.01M | Hold |
10,385
| – | – | 0.17% | 98 |
|
|
2021
Q2 | $1.03M | Buy |
10,385
+667
| +7% | +$67K | 0.17% | 97 |
|
|
2021
Q1 | $938K | Sell |
9,718
-1,800
| -16% | -$164K | 0.18% | 98 |
|
|
2020
Q4 | $1.05M | Sell |
11,518
-791
| -6% | -$73.2K | 0.21% | 89 |
|
|
2020
Q3 | $1.09M | Buy |
12,309
+5,200
| +73% | +$429K | 0.25% | 77 |
|
|
2020
Q2 | $568K | Buy |
7,109
+4,275
| +151% | +$361K | 0.15% | 109 |
|
|
2020
Q1 | $229K | Buy |
2,834
+628
| +28% | +$57.7K | 0.07% | 140 |
|
|
2019
Q4 | $201K | Buy |
+2,206
| New | +$202K | 0.04% | 162 |
|
|
2018
Q1 | – | Sell |
-2,778
| Closed | -$234K | – | 142 |
|
|
2017
Q4 | $234K | Hold |
2,778
| – | – | 0.08% | 134 |
|
|
2017
Q3 | $233K | Buy |
2,778
+103
| +4% | +$8.82K | 0.08% | 134 |
|
|
2017
Q2 | $224K | Sell |
2,675
-163
| -6% | -$13.7K | 0.08% | 131 |
|
|
2017
Q1 | $233K | Buy |
2,838
+68
| +2% | +$5.41K | 0.12% | 103 |
|
|
2016
Q4 | $215K | Hold |
2,770
| – | – | 0.16% | 85 |
|
|
2016
Q3 | $222K | Buy |
+2,770
| New | +$229K | 0.18% | 75 |
|
Other funds holding DUK
VCM
VPM
Cornerstone Advisory's DUK Position: Q1 2026 in Review
Cornerstone Advisory increased its Duke Energy (DUK) stake by 10% in Q1 2026, buying an estimated $73.3K and bringing the position to 6,416 shares worth $840K. The position accounts for 0.08% of the portfolio, ranked #115.
Cornerstone Advisory first reported a position in DUK in Q3 2016 and has held it in 32 quarters since. The position peaked at $1.3M in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Cornerstone Advisory held 6,416 shares of Duke Energy worth $840K as of Q1 2026.
- Cornerstone Advisory bought 586 Duke Energy shares in Q1 2026, an estimated $73.3K.
- Duke Energy made up 0.08% of Cornerstone Advisory's portfolio in Q1 2026, its #115 holding.
- Cornerstone Advisory first reported a position in Duke Energy in Q3 2016 and has held it in 32 quarters since.
- Cornerstone Advisory's Duke Energy position peaked at $1.3M in Q1 2022.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.