Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$814,795
-$25,316 QoQ
Shares Held
6,437
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,194
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,407 | $2,240,283 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,019 | $823,459 | |
| 3 | DUK |
Duke Energy CORP
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|
6,437 | $814,795 | |
| 4 | NEE |
Nextera Energy Inc
|
8,790 | $771,498 | |
| 5 | D |
Dominion Energy, Inc
|
6,840 | $467,103 | |
| 6 | EXC |
Exelon Corp
|
6,828 | $318,321 | |
| 7 | ETR |
Entergy Corp /De/
|
1,918 | $220,301 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,003 | $70,821 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,795 | 6,437 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $840,111 | 6,416 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $683,334 | 5,830 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $719,482 | 5,814 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $678,854 | 5,753 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $725,965 | 5,952 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $649,564 | 6,029 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $771,702 | 6,693 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $664,023 | 6,625 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $750,276 | 7,758 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $732,457 | 7,548 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $737,412 | 8,355 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $727,163 | 8,103 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $771,567 | 7,998 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $649,145 | 6,303 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $660,255 | 7,098 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $595,444 | 5,554 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,300,168 | 11,644 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,089,490 | 10,386 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,013,471 | 10,385 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,025,206 | 10,385 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $938,078 | 9,718 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,054,587 | 11,518 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $1,090,085 | 12,309 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $567,937 | 7,109 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $229,213 | 2,834 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||