Duke Energy shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cornerstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 34k | 123.75 |
| 2025-06-30 | $4.1M | 35k | 118.00 |
| 2025-03-31 | $3.7M | 31k | 121.97 |
| 2024-12-31 | $4.0M | 37k | 107.74 |
| 2024-09-30 | $3.9M | 34k | 115.30 |
| 2024-06-30 | $3.4M | 34k | 100.23 |
| 2024-03-31 | $3.8M | 39k | 96.71 |
| 2023-12-31 | $3.8M | 39k | 97.04 |
| 2023-09-30 | $4.4M | 50k | 88.26 |
| 2023-06-30 | $4.0M | 45k | 89.74 |
| 2023-03-31 | $212k | 2.2k | 96.47 |
| 2022-12-31 | $227k | 2.2k | 102.99 |
| 2022-09-30 | $3.5M | 37k | 93.01 |
| 2021-06-30 | $6.5M | 66k | 98.73 |
| 2020-12-31 | $3.1M | 34k | 91.56 |
| 2020-09-30 | $3.0M | 34k | 88.56 |
| 2020-06-30 | $4.1M | 51k | 79.88 |
| 2020-03-31 | $4.1M | 51k | 80.88 |
| 2019-12-31 | $4.7M | 51k | 91.22 |