Cornerstone National Bank & Trust’s Duke Energy DUK Stock Holding History

Cornerstone National Bank & Trust’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	$41.9K	Hold	333	–	–	0.01%	131
2026 Q1	$43.6K	Sell	333 -154	-32%	-$19.3K	0.02%	124
2025 Q4	$57.1K	Buy	487 +154	+46%	+$18.8K	0.02%	96
2025 Q3	$41.2K	Hold	333	–	–	0.02%	106
2025 Q2	$39.3K	Hold	333	–	–	0.02%	103
2025 Q1	$40.6K	Hold	333	–	–	0.02%	100
2024 Q4	$35.9K	Hold	333	–	–	0.02%	99
2024 Q3	$38.4K	Buy	+333	New	+$37.1K	0.02%	95

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Cornerstone National Bank & Trust's DUK Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its Duke Energy (DUK) position steady in Q2 2026 at 333 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #131.

Cornerstone National Bank & Trust first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $57.1K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cornerstone National Bank & Trust held 333 shares of Duke Energy worth $41.9K as of Q2 2026.
Cornerstone National Bank & Trust left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #131 holding.
Cornerstone National Bank & Trust first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Cornerstone National Bank & Trust's Duke Energy position peaked at $57.1K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.