Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$527,458
+$131,496 QoQ
Shares Held
4,167
+37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,445
of 2,446 holders
Holding Since
Sep 2022
5 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, 2026W.H. Cornerstone Investments Inc. holds $1,854,724 across 4 Utilities - Regulated Electric names. DUK ranks #1 (28.4% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,458 | 4,167 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $395,962 | 3,024 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $267,897 | 2,777 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $299,906 | 2,912 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $329,383 | 3,541 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||