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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
Q2 		$527K Buy
4,167
+1,143
+38% +$144K 0.3% 67
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 $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

W.H. Cornerstone Investments's DUK Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Duke Energy (DUK) stake by 38% in Q2 2026, buying an estimated $144K and bringing the position to 4,167 shares worth $527K. The position accounts for 0.3% of the portfolio, ranked #67.

W.H. Cornerstone Investments first reported a position in DUK in Q3 2022 and has held it in 5 quarters since. 2,492 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • W.H. Cornerstone Investments held 4,167 shares of Duke Energy worth $527K as of Q2 2026.
  • W.H. Cornerstone Investments bought 1,143 Duke Energy shares in Q2 2026, an estimated $144K.
  • Duke Energy made up 0.3% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #67 holding.
  • W.H. Cornerstone Investments first reported a position in Duke Energy in Q3 2022 and has held it in 5 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.