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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
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 $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 Wealth Group's DUK Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Duke Energy (DUK) stake by 3.1% in Q1 2026, selling an estimated $88K and leaving 22,083 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #116.

Cornerstone Wealth Group first reported a position in DUK in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.96M in Q3 2022. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Cornerstone Wealth Group held 22,083 shares of Duke Energy worth $2.78M as of Q1 2026.
  • Cornerstone Wealth Group sold 704 Duke Energy shares in Q1 2026, an estimated $88K.
  • Duke Energy made up 0.18% of Cornerstone Wealth Group's portfolio in Q1 2026, its #116 holding.
  • Cornerstone Wealth Group first reported a position in Duke Energy in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's Duke Energy position peaked at $9.96M in Q3 2022.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.