Cornerstone Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1674117 ST. PETERS, MO

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,403,247

+$242,083 QoQ

Shares Held

18,986

+15.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#743

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Utilities · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. DUK ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	59,870	$6,623,418
2	AEE	Ameren Corp	27,382	$3,095,261
3	NEE	Nextera Energy Inc	31,040	$2,724,380
4	DUK	Duke Energy CORP This page	18,986	$2,403,247
5	AEP	American Electric Power Co Inc	5,812	$795,139
6	SO	Southern Co	7,680	$735,052
7	D	Dominion Energy, Inc	6,856	$468,196
8	ES	Eversource Energy	5,355	$387,005

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,403,247	18,986	+15.0%	Shares	Sole	2026-07-22
2026-03-31	$2,161,164	16,505	+3.3%	Shares	Sole	2026-04-24
2025-12-31	$1,872,429	15,975	+6.9%	Shares	Sole	2026-02-05
2025-09-30	$1,848,577	14,938	+2.7%	Shares	Sole	2025-11-04
2025-06-30	$1,716,900	14,550	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$1,743,927	14,298	+1.6%	Shares	Sole	2025-04-18
2024-12-31	$1,516,332	14,074	+11.4%	Shares	Sole	2025-01-21
2024-09-30	$1,457,161	12,638	-1.0%	Shares	Sole	2024-10-16
2024-06-30	$1,278,934	12,760	+7.1%	Shares	Sole	2024-07-16
2024-03-31	$1,152,589	11,918	+15.9%	Shares	Sole	2024-04-19
2023-12-31	$997,862	10,283	+2.3%	Shares	Sole	2024-01-10
2023-09-30	$887,189	10,052	+20.0%	Shares	Sole	2023-11-07
2023-06-30	$751,841	8,378	+26.1%	Shares	Sole	2023-07-14
2023-03-31	$641,139	6,646	-12.1%	Shares	Sole	2023-05-15
2022-09-30	$703,417	7,562	+2.1%	Shares	Sole	2022-10-14
2022-06-30	$794,211	7,408	+16.6%	Shares	Sole	2022-08-04
2022-03-31	$709,264	6,352	+6.0%	Shares	Sole	2022-04-21
2021-12-31	$628,560	5,992	+8.9%	Shares	Sole	2022-02-14
2021-09-30	$537,037	5,503	+19.7%	Shares	Sole	2021-11-12
2021-06-30	$453,717	4,596	+5.2%	Shares	Sole	2021-08-09
2021-03-31	$421,739	4,369	-1.9%	Shares	Sole	2021-04-30
2020-12-31	$407,899	4,455	-7.1%	Shares	Sole	2021-01-29
2020-09-30	$424,645	4,795	+9.8%	Shares	Sole	2020-10-13
2020-06-30	$349,039	4,369	+5.7%	Shares	Sole	2020-07-16
2020-03-31	$334,438	4,135	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.