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Cornerstone Management’s Duke Energy DUK Stock Holding History

Cornerstone Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Sell
2,196
-150
-6% -$18.9K 0.04% 58
2026
Q1 		$307K Buy
2,346
+3
+0.1% +$375 0.05% 50
2025
Q4 		$275K Buy
2,343
+3
+0.1% +$366 0.04% 59
2025
Q3 		$290K Buy
2,340
+3
+0.1% +$364 0.05% 54
2025
Q2 		$276K Buy
+2,337
New +$276K 0.05% 54
2023
Q2 		– Sell
-1,132
Closed -$109K – 101
2023
Q1 		$109K Buy
1,132
+3
+0.3% +$296 0.03% 62
2022
Q4 		$116K Buy
1,129
+3
+0.3% +$288 0.03% 61
2022
Q3 		$105K Buy
1,126
+3
+0.3% +$322 0.03% 62
2022
Q2 		$120K Buy
1,123
+3
+0.3% +$330 0.03% 62
2022
Q1 		$125K Buy
1,120
+3
+0.3% +$312 0.03% 63
2021
Q4 		$117K Sell
1,117
-1,844
-62% -$187K 0.03% 65
2021
Q3 		$289K Buy
2,961
+3
+0.1% +$311 0.08% 46
2021
Q2 		$292K Buy
2,958
+2
+0.1% +$201 0.08% 42
2021
Q1 		$285K Buy
2,956
+111
+4% +$10.1K 0.08% 43
2020
Q4 		$260K Buy
2,845
+3
+0.1% +$278 0.08% 40
2020
Q3 		$252K Buy
2,842
+3
+0.1% +$247 0.08% 40
2020
Q2 		$227K Buy
2,839
+4
+0.1% +$338 0.08% 39
2020
Q1 		$229K Buy
2,835
+3
+0.1% +$276 0.11% 36
2019
Q4 		$258K Buy
2,832
+156
+6% +$14.3K 0.11% 38
2019
Q3 		$257K Buy
2,676
+2
+0.1% +$182 0.12% 36
2019
Q2 		$236K Buy
2,674
+213
+9% +$18.8K 0.11% 36
2019
Q1 		$221K Buy
2,461
+3
+0.1% +$265 0.11% 39
2018
Q4 		$212K Buy
+2,458
New +$209K 0.13% 39
2018
Q1 		– Sell
-2,539
Closed -$214K – 53
2017
Q4 		$214K Buy
2,539
+95
+4% +$8.3K 0.11% 39
2017
Q3 		$205K Buy
2,444
+3
+0.1% +$257 0.11% 31
2017
Q2 		$204K Sell
2,441
-34
-1% -$2.86K 0.11% 34
2017
Q1 		$203K Buy
+2,475
New +$197K 0.1% 33

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cornerstone Management's DUK Position: Q2 2026 in Review

Cornerstone Management reduced its Duke Energy (DUK) stake by 6.4% in Q2 2026, selling an estimated $18.9K and leaving 2,196 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #58.

Cornerstone Management first reported a position in DUK in Q1 2017 and has held it in 27 quarters since. The position peaked at $307K in Q1 2026. 884 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cornerstone Management held 2,196 shares of Duke Energy worth $278K as of Q2 2026.
  • Cornerstone Management sold 150 Duke Energy shares in Q2 2026, an estimated $18.9K.
  • Duke Energy made up 0.04% of Cornerstone Management's portfolio in Q2 2026, its #58 holding.
  • Cornerstone Management first reported a position in Duke Energy in Q1 2017 and has held it in 27 quarters since.
  • Cornerstone Management's Duke Energy position peaked at $307K in Q1 2026.
  • 884 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.