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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
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% -$3.37K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Planning Group's DUK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Duke Energy (DUK) stake by 5.6% in Q2 2026, buying an estimated $3.03K and bringing the position to 453 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #371.

Cornerstone Planning Group first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cornerstone Planning Group held 453 shares of Duke Energy worth $58K as of Q2 2026.
  • Cornerstone Planning Group bought 24 Duke Energy shares in Q2 2026, an estimated $3.03K.
  • Duke Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #371 holding.
  • Cornerstone Planning Group first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.