Duke Energy shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 14k | 107.74 |
| 2024-09-30 | $1.5M | 13k | 115.30 |
| 2024-06-30 | $1.3M | 13k | 100.23 |
| 2024-03-31 | $1.2M | 12k | 96.71 |
| 2023-12-31 | $998k | 10k | 97.04 |
| 2023-09-30 | $887k | 10k | 88.25 |
| 2023-06-30 | $752k | 8.4k | 89.74 |
| 2023-03-31 | $641k | 6.6k | 96.47 |
| 2022-09-30 | $703k | 7.6k | 92.96 |
| 2022-06-30 | $794k | 7.4k | 107.18 |
| 2022-03-31 | $709k | 6.4k | 111.62 |
| 2021-12-31 | $631k | 6.0k | 105.31 |
| 2021-09-30 | $537k | 5.5k | 97.58 |
| 2021-06-30 | $454k | 4.6k | 98.78 |
| 2021-03-31 | $422k | 4.4k | 96.59 |
| 2020-12-31 | $408k | 4.5k | 91.58 |
| 2020-09-30 | $425k | 4.8k | 88.63 |
| 2020-06-30 | $349k | 4.4k | 79.88 |
| 2020-03-31 | $334k | 4.1k | 80.77 |
| 2019-12-31 | $315k | 3.5k | 91.12 |
| 2019-09-30 | $360k | 3.8k | 95.77 |
| 2019-06-30 | $342k | 3.9k | 87.52 |
| 2019-03-31 | $739k | 4.1k | 181.26 |
| 2018-12-31 | $300k | 3.5k | 86.18 |
| 2018-09-30 | $2.8M | 235k | 11.79 |
| 2018-06-30 | $3.7M | 293k | 12.54 |
| 2018-03-31 | $295k | 3.8k | 77.53 |
| 2017-12-31 | $248k | 3.0k | 82.06 |
| 2017-09-30 | $236k | 2.8k | 85.32 |
| 2017-06-30 | $242k | 3.0k | 81.76 |
More positions owned by Cornerstone Wealth Management
View all positions for Cornerstone Wealth Management