Cornerstone Planning Group LLC

Position in DUK — Duke Energy CORP

CIK 1822587 FAIRFIELD, NJ

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$57,340

+$1,167 QoQ

Shares Held

453

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,239

of 2,456 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $2,194,663 across 32 Utilities - Regulated Electric names. DUK ranks #9 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	12,998	$1,054,917
2	SO	Southern Co	2,509	$240,136
3	ES	Eversource Energy	1,771	$127,990
4	AEP	American Electric Power Co Inc	718	$98,229
5	NEE	Nextera Energy Inc	939	$82,416
6	ED	Consolidated Edison Inc	711	$78,657
7	EXC	Exelon Corp	1,646	$76,736
8	WEC	Wec Energy Group, Inc.	555	$64,807

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,340	453	+5.6%	Shares	Sole	2026-07-29
2026-03-31	$56,173	429	+54.9%	Shares	Sole	2026-05-06
2025-12-31	$32,467	277	+13750.0%	Shares	Sole	2026-02-02
2025-09-30	$247	2	-98.7%	Shares	Sole	2025-11-04
2025-06-30	$18,408	156	+8.3%	Shares	Sole	2025-08-11
2025-03-31	$17,563	144	+23.1%	Shares	Sole	2025-04-30
2024-12-31	$12,605	117	+20.6%	Shares	Sole	2025-01-29
2024-09-30	$11,184	97	+3.2%	Shares	Sole	2024-11-05
2024-06-30	$9,421	94	+8.0%	Shares	Sole	2024-08-13
2024-03-31	$8,413	87	-41.2%	Shares	Sole	2024-05-07
2023-12-31	$14,361	148	-20.0%	Shares	Sole	2024-02-12
2023-09-30	$16,328	185	+10.1%	Shares	Sole	2023-11-08
2023-06-30	$15,076	168	-37.1%	Shares	Sole	2023-08-15
2022-12-31	$27,498	267	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.