Cornerstone Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1587867 DULUTH, GA

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$277,969

-$29,216 QoQ

Shares Held

2,196

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,879

of 2,452 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Management, Inc. holds $641,954 across 2 Utilities - Regulated Electric names. DUK ranks #2 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	3,803	$363,985
2	DUK	Duke Energy CORP This page	2,196	$277,969

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,969	2,196	-6.4%	Shares	Sole	2026-07-16
2026-03-31	$307,185	2,346	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$274,623	2,343	+0.1%	Shares	Sole	2026-02-06
2025-09-30	$289,575	2,340	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$275,766	2,337	+106.4%	Shares	Sole	2025-07-31
2023-03-31	$109,204	1,132	+0.3%	Shares	Sole	2023-05-11
2022-12-31	$116,275	1,129	+0.3%	Shares	Sole	2023-05-09
2022-09-30	$104,740	1,126	+0.3%	Shares	Sole	2023-05-09
2022-06-30	$120,396	1,123	+0.3%	Shares	Sole	2023-05-09
2022-03-31	$125,059	1,120	+0.3%	Shares	Sole	2023-05-09
2021-12-31	$117,173	1,117	-62.3%	Shares	Sole	2023-05-09
2021-09-30	$288,963	2,961	+0.1%	Shares	Sole	2023-05-26
2021-06-30	$292,013	2,958	+0.1%	Shares	Sole	2023-05-26
2021-03-31	$285,342	2,956	+3.9%	Shares	Sole	2023-05-26
2020-12-31	$260,488	2,845	+0.1%	Shares	Sole	2023-05-26
2020-09-30	$251,687	2,842	+0.1%	Shares	Sole	2023-05-26
2020-06-30	$226,807	2,839	+0.1%	Shares	Sole	2023-05-26
2020-03-31	$229,294	2,835	—	Shares	Sole	2023-05-26
No filing history on record for this holder in this stock.