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W.H. Cornerstone Investments’s Duke Energy DUK Stock Holding History

W.H. Cornerstone Investments’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 		$396K Buy
+3,024
New +$378K 0.25% 76
2023
Q2 		– Sell
-2,777
Closed -$268K – 124
2023
Q1 		$268K Sell
2,777
-135
-5% -$13.3K 0.24% 101
2022
Q4 		$306K Sell
2,912
-629
-18% -$60.4K 0.29% 84
2022
Q3 		$317K Buy
+3,541
New +$380K 0.33% 79

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

W.H. Cornerstone Investments's DUK Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in Duke Energy (DUK) in Q1 2026: 3,024 shares worth $396K. The stake represents 0.25% of the portfolio and ranks #76 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in DUK as recently as Q1 2023.

W.H. Cornerstone Investments first reported a position in DUK in Q3 2022 and has held it in 4 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • W.H. Cornerstone Investments held 3,024 shares of Duke Energy worth $396K as of Q1 2026.
  • Duke Energy was a new W.H. Cornerstone Investments position in Q1 2026.
  • Duke Energy made up 0.25% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #76 holding.
  • W.H. Cornerstone Investments first reported a position in Duke Energy in Q3 2022 and has held it in 4 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.