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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Planning Group's DUK Position: Q1 2026 in Review

Cornerstone Planning Group increased its Duke Energy (DUK) stake by 55% in Q1 2026, buying an estimated $19K and bringing the position to 429 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #377.

Cornerstone Planning Group first reported a position in DUK in Q4 2022 and has held it in 13 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Cornerstone Planning Group held 429 shares of Duke Energy worth $54.7K as of Q1 2026.
  • Cornerstone Planning Group bought 152 Duke Energy shares in Q1 2026, an estimated $19K.
  • Duke Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #377 holding.
  • Cornerstone Planning Group first reported a position in Duke Energy in Q4 2022 and has held it in 13 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.