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Cornerstone Wealth Group’s Duke Energy DUK Stock Holding History

Cornerstone Wealth 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 		$2.95M Buy
23,276
+1,193
+5% +$150K 0.17% 118
2026
Q1 		$2.78M Sell
22,083
-704
-3% -$88K 0.18% 116
2025
Q4 		$2.67M Buy
22,787
+32
+0.1% +$3.91K 0.18% 111
2025
Q3 		$2.82M Buy
22,755
+135
+0.6% +$16.4K 0.19% 105
2025
Q2 		$2.67M Buy
22,620
+1,574
+7% +$186K 0.2% 103
2025
Q1 		$2.57M Buy
21,046
+233
+1% +$26.6K 0.21% 104
2024
Q4 		$2.24M Buy
20,813
+610
+3% +$69.1K 0.18% 104
2024
Q3 		$2.33M Sell
20,203
-155
-0.8% -$17.3K 0.19% 103
2024
Q2 		$2.04M Sell
20,358
-63
-0.3% -$6.3K 0.18% 101
2024
Q1 		$1.97M Buy
20,421
+5,701
+39% +$541K 0.18% 98
2023
Q4 		$1.43M Buy
14,720
+2,117
+17% +$193K 0.2% 87
2023
Q3 		$1.11M Sell
12,603
-139
-1% -$12.7K 0.2% 95
2023
Q2 		$1.14M Sell
12,742
-1,360
-10% -$128K 0.21% 91
2023
Q1 		$1.36M Buy
14,102
+194
+1% +$19.2K 0.24% 92
2022
Q4 		$1.43M Sell
13,908
-93,210
-87% -$8.95M 0.27% 80
2022
Q3 		$9.96M Buy
107,118
+43,239
+68% +$4.64M 2.2% 10
2022
Q2 		$6.85M Buy
63,879
+47,365
+287% +$5.21M 1.43% 17
2022
Q1 		$1.84M Buy
16,514
+747
+5% +$77.6K 0.34% 88
2021
Q4 		$1.65M Sell
15,767
-198
-1% -$20.1K 0.28% 86
2021
Q3 		$1.56M Sell
15,965
-3
-0% -$311 0.28% 90
2021
Q2 		$1.66M Buy
15,968
+82
+0.5% +$8.24K 0.34% 83
2021
Q1 		$1.61M Sell
15,886
-901
-5% -$82.2K 0.33% 92
2020
Q4 		$1.54M Sell
16,787
-40,345
-71% -$3.73M 0.38% 90
2020
Q3 		$5.06M Sell
57,132
-1,707
-3% -$141K 1.38% 17
2020
Q2 		$4.7M Buy
58,839
+951
+2% +$80.4K 1.18% 19
2020
Q1 		$4.68M Sell
57,888
-20,343
-26% -$1.87M 1.65% 12
2019
Q4 		$7.13M Sell
78,231
-2,151
-3% -$197K 1.93% 7
2019
Q3 		$7.71M Buy
80,382
+38,709
+93% +$3.52M 1.93% 11
2019
Q2 		$3.68M Buy
41,673
+13,322
+47% +$1.18M 0.99% 23
2019
Q1 		$2.55M Buy
+28,351
New +$2.5M 0.64% 32

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 Wealth Group's DUK Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Duke Energy (DUK) stake by 5.4% in Q2 2026, buying an estimated $150K and bringing the position to 23,276 shares worth $2.95M. The position accounts for 0.17% of the portfolio, ranked #118.

Cornerstone Wealth Group first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.96M in Q3 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cornerstone Wealth Group held 23,276 shares of Duke Energy worth $2.95M as of Q2 2026.
  • Cornerstone Wealth Group bought 1,193 Duke Energy shares in Q2 2026, an estimated $150K.
  • Duke Energy made up 0.17% of Cornerstone Wealth Group's portfolio in Q2 2026, its #118 holding.
  • Cornerstone Wealth Group first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Duke Energy position peaked at $9.96M in Q3 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.