CWM
DUK icon

Cornerstone Wealth Management’s Duke Energy DUK Stock Holding History

Cornerstone Wealth Management’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 		$2.4M Buy
18,986
+2,481
+15% +$313K 0.1% 187
2026
Q1 		$2.16M Buy
16,505
+530
+3% +$66.3K 0.11% 178
2025
Q4 		$1.87M Buy
15,975
+1,037
+7% +$127K 0.1% 192
2025
Q3 		$1.85M Buy
14,938
+388
+3% +$47.1K 0.1% 183
2025
Q2 		$1.72M Buy
14,550
+252
+2% +$29.7K 0.1% 170
2025
Q1 		$1.74M Buy
14,298
+224
+2% +$25.5K 0.12% 161
2024
Q4 		$1.52M Buy
14,074
+1,436
+11% +$163K 0.1% 165
2024
Q3 		$1.46M Sell
12,638
-122
-1% -$13.6K 0.1% 166
2024
Q2 		$1.28M Buy
12,760
+842
+7% +$84.2K 0.1% 167
2024
Q1 		$1.15M Buy
11,918
+1,635
+16% +$155K 0.09% 184
2023
Q4 		$998K Buy
10,283
+231
+2% +$21K 0.09% 198
2023
Q3 		$887K Buy
10,052
+1,674
+20% +$153K 0.08% 202
2023
Q2 		$752K Buy
8,378
+1,732
+26% +$163K 0.07% 232
2023
Q1 		$641K Buy
+6,646
New +$657K 0.06% 241
2022
Q3 		$703K Buy
7,562
+154
+2% +$16.5K 0.08% 204
2022
Q2 		$794K Buy
7,408
+1,056
+17% +$116K 0.09% 188
2022
Q1 		$709K Buy
6,352
+360
+6% +$37.4K 0.07% 220
2021
Q4 		$631K Buy
5,992
+489
+9% +$49.6K 0.06% 248
2021
Q3 		$537K Buy
5,503
+907
+20% +$93.9K 0.06% 262
2021
Q2 		$454K Buy
4,596
+227
+5% +$22.8K 0.05% 300
2021
Q1 		$422K Sell
4,369
-86
-2% -$7.85K 0.05% 291
2020
Q4 		$408K Sell
4,455
-340
-7% -$31.5K 0.05% 277
2020
Q3 		$425K Buy
4,795
+426
+10% +$35.1K 0.06% 243
2020
Q2 		$349K Buy
4,369
+234
+6% +$19.8K 0.06% 256
2020
Q1 		$334K Buy
4,135
+678
+20% +$62.3K 0.06% 249
2019
Q4 		$315K Sell
3,457
-302
-8% -$27.7K 0.05% 260
2019
Q3 		$360K Sell
3,759
-151
-4% -$13.7K 0.06% 244
2019
Q2 		$345K Sell
3,910
-167
-4% -$14.8K 0.06% 254
2019
Q1 		$739K Buy
4,077
+596
+17% +$52.6K 0.09% 229
2018
Q4 		$300K Sell
3,481
-231,170
-99% -$19.7M 0.06% 259
2018
Q3 		$2.77M Sell
234,651
-58,345
-20% -$4.72M 0.03% 410
2018
Q2 		$3.67M Buy
292,996
+289,195
+7,608% +$22.2M 0.04% 385
2018
Q1 		$292K Buy
3,801
+779
+26% +$60.2K 0.06% 295
2017
Q4 		$248K Buy
3,022
+256
+9% +$22.4K 0.05% 339
2017
Q3 		$236K Sell
2,766
-194
-7% -$16.6K 0.05% 326
2017
Q2 		$242K Buy
+2,960
New +$249K 0.05% 315

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Cornerstone Wealth Management's DUK Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $313K and bringing the position to 18,986 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #187.

Cornerstone Wealth Management first reported a position in DUK in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.67M in Q2 2018. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cornerstone Wealth Management held 18,986 shares of Duke Energy worth $2.4M as of Q2 2026.
  • Cornerstone Wealth Management bought 2,481 Duke Energy shares in Q2 2026, an estimated $313K.
  • Duke Energy made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Cornerstone Wealth Management first reported a position in Duke Energy in Q2 2017 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's Duke Energy position peaked at $3.67M in Q2 2018.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.