Cornerstone Capital, Inc.

Position in DUK — Duke Energy CORP

CIK 819535 Palo Alto, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,938,825

-$101,743 QoQ

Shares Held

15,317

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#828

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cornerstone Capital, Inc. holds $7,837,448 across 4 Utilities - Regulated Electric names. DUK ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	50,301	$4,814,308
2	DUK	Duke Energy CORP This page	15,317	$1,938,825
3	ED	Consolidated Edison Inc	6,957	$769,652
4	AEP	American Electric Power Co Inc	2,300	$314,663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,938,825	15,317	-1.7%	Shares	Sole	2026-08-03
2026-03-31	$2,040,568	15,584	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,826,600	15,584	+2.1%	Shares	Sole	2026-02-12
2025-09-30	$1,888,920	15,264	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,801,152	15,264	-31.8%	Shares	Sole	2025-08-12
2025-03-31	$2,729,566	22,379	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$2,435,031	22,601	-15.7%	Shares	Sole	2025-02-13
2024-09-30	$3,092,115	26,818	-0.4%	Shares	Sole	2024-10-30
2024-06-30	$2,700,095	26,939	-11.9%	Shares	Sole	2024-08-02
2024-03-31	$2,958,068	30,587	-72.8%	Shares	Sole	2024-05-01
2023-12-31	$10,932,041	112,655	-12.5%	Shares	Sole	2024-02-02
2023-09-30	$11,362,504	128,739	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$11,737,363	130,793	+2.2%	Shares	Sole	2023-08-21
2023-03-31	$12,340,249	127,918	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$13,061,809	126,826	+2.2%	Shares	Sole	2023-02-13
2022-09-30	$11,548,060	124,146	-0.6%	Shares	Sole	2022-10-27
2022-06-30	$13,384,739	124,846	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$14,044,483	125,779	-21.1%	Shares	Sole	2022-05-13
2021-12-31	$16,712,353	159,317	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$15,944,449	163,382	+0.0%	Shares	Sole	2021-11-09
2021-06-30	$16,128,577	163,377	+0.6%	Shares	Sole	2021-08-13
2021-03-31	$15,681,974	162,457	-1.9%	Shares	Sole	2021-05-17
2020-12-31	$15,159,680	165,571	-4.2%	Shares	Sole	2021-02-12
2020-09-30	$15,312,643	172,907	-0.6%	Shares	Sole	2020-10-27
2020-06-30	$13,901,978	174,014	-1.4%	Shares	Sole	2020-08-14
2020-03-31	$14,277,746	176,530	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.