Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,946,276
+$54,728 QoQ
Shares Held
23,276
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#678
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 Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. DUK ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
This page
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,946,276 | 23,276 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,891,548 | 22,083 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,670,864 | 22,787 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,815,931 | 22,755 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,669,160 | 22,620 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,566,980 | 21,046 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,242,392 | 20,813 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,329,405 | 20,203 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,040,482 | 20,358 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,974,914 | 20,421 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,428,428 | 14,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,112,340 | 12,603 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,143,467 | 12,742 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,360,419 | 14,102 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,432,384 | 13,908 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $9,964,116 | 107,118 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,848,467 | 63,879 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,843,953 | 16,514 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,653,958 | 15,767 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,558,024 | 15,965 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,576,360 | 15,968 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,533,475 | 15,886 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,537,017 | 16,787 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,059,609 | 57,132 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,700,647 | 58,839 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,681,981 | 57,888 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||