Cornerstone Planning Group
DUK icon

Cornerstone Planning Group’s Duke Energy DUK Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-453
Closed -$58K – 582
2026
Q2 		$58K Buy
453
+24
+6% +$3.03K 0.01% 371
2026
Q1 		$54.7K Buy
429
+152
+55% +$19K 0.01% 377
2025
Q4 		$33.3K Buy
277
+275
+13,750% +$33.6K 0.01% 442
2025
Q3 		$526 Sell
2
-154
-99% -$18.7K ﹤0.01% 1467
2025
Q2 		$19.3K Buy
156
+12
+8% +$1.42K ﹤0.01% 428
2025
Q1 		$17.5K Buy
144
+27
+23% +$3.08K ﹤0.01% 441
2024
Q4 		$13.2K Buy
117
+20
+21% +$2.27K ﹤0.01% 374
2024
Q3 		$11.1K Buy
97
+3
+3% +$334 ﹤0.01% 398
2024
Q2 		$10.4K Buy
94
+7
+8% +$700 ﹤0.01% 433
2024
Q1 		$8.7K Sell
87
-61
-41% -$5.79K ﹤0.01% 433
2023
Q4 		$14.3K Sell
148
-37
-20% -$3.36K ﹤0.01% 366
2023
Q3 		$16.3K Buy
185
+17
+10% +$1.56K 0.01% 338
2023
Q2 		$15K Buy
+168
New +$15.9K 0.01% 513
2022
Q4 		$27.3K Buy
+267
New +$25.6K 0.01% 366

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Planning Group's DUK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 453 shares — an estimated $58K sold.

Cornerstone Planning Group first reported a position in DUK in Q4 2022 and held it in 14 quarters. The position peaked at $58K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 453 Duke Energy shares in Q3 2026, an estimated $58K.
  • Cornerstone Planning Group first reported a position in Duke Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Duke Energy position peaked at $58K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.