Duke Energy shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 23k | 123.75 |
| 2025-06-30 | $2.7M | 23k | 118.00 |
| 2025-03-31 | $2.6M | 21k | 121.97 |
| 2024-12-31 | $2.2M | 21k | 107.74 |
| 2024-09-30 | $2.3M | 20k | 115.30 |
| 2024-06-30 | $2.0M | 20k | 100.23 |
| 2024-03-31 | $2.0M | 20k | 96.71 |
| 2023-12-31 | $1.4M | 15k | 97.04 |
| 2023-09-30 | $1.1M | 13k | 88.26 |
| 2023-06-30 | $1.1M | 13k | 89.74 |
| 2023-03-31 | $1.4M | 14k | 96.47 |
| 2022-12-31 | $1.4M | 14k | 102.99 |
| 2022-09-30 | $10M | 107k | 93.02 |
| 2022-06-30 | $6.8M | 64k | 107.20 |
| 2022-03-31 | $1.8M | 17k | 111.66 |
| 2021-12-31 | $1.7M | 16k | 104.90 |
| 2021-09-30 | $1.6M | 16k | 97.59 |
| 2021-06-30 | $1.7M | 16k | 103.90 |
| 2021-03-31 | $1.6M | 16k | 101.10 |
| 2020-12-31 | $1.5M | 17k | 91.56 |
| 2020-09-30 | $5.1M | 57k | 88.57 |
| 2020-06-30 | $4.7M | 59k | 79.90 |
| 2020-03-31 | $4.7M | 58k | 80.88 |
| 2019-12-31 | $7.1M | 78k | 91.20 |
| 2019-09-30 | $7.7M | 80k | 95.85 |
| 2019-06-30 | $3.7M | 42k | 88.23 |
| 2019-03-31 | $2.6M | 28k | 90.01 |