Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership22,083 shares
Latest Disclosed Value $ 2,775,114
Cornerstone Wealth Group, LLC reports 3.09% decrease in ownership of DUK / Duke Energy Corporation

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 22,083 shares of Duke Energy Corporation (US:DUK) valued at $2,891,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 22,787 shares of Duke Energy Corporation. This represents a change in shares of -3.09% during the quarter. The current value of the position is $2,672,926 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,083 -704 -3.09 2,775 3.93 0.1774
2026-01-26 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,787 32 0.14 2,671 -5.15 0.1826
2025-10-30 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,755 135 0.60 2,816 5.47 0.1901
2025-07-28 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,620 1,574 7.48 2,669 3.97 0.2002
2025-04-23 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,046 233 1.12 2,567 14.50 0.2124
2025-01-22 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,813 610 3.02 2,242 -3.74 0.1830
2024-10-25 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,203 -155 -0.76 2,329 14.17 0.1926
2024-07-24 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,358 -63 -0.31 2,040 3.34 0.1815
2024-04-17 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,421 5,701 38.73 1,975 38.24 0.1816
2024-02-13 2023-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 14,720 2,117 16.80 1,428 28.42 0.2046
2024-01-29 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,720 2,117 1,428 0.2046
2023-10-18 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,603 -139 -1.09 1,112 -2.71 0.1973
2023-08-02 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,742 -1,360 -9.64 1,144 -15.96 0.2073
2023-04-25 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,102 194 1.39 1,360 -5.03 0.2419
2023-01-25 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,908 -93,210 -87.02 1,432 -85.63 0.2709
2022-10-19 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 107,118 43,239 67.69 9,964 45.50 2.2000
2022-07-20 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,879 47,365 286.82 6,848 271.37 1.4330
2022-04-25 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,514 747 4.74 1,844 11.49 0.3385
2022-01-25 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,767 -198 -1.24 1,654 6.16 0.2831
2021-10-29 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,965 -3 -0.02 1,558 -6.09 0.2753
2021-07-21 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,968 82 0.52 1,659 3.30 0.3385
2021-04-26 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,886 -901 -5.37 1,606 4.49 0.3262
2021-01-28 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,787 -40,345 -70.62 1,537 -69.62 0.3777
2020-10-27 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 57,132 -1,707 -2.90 5,060 7.64 1.3831
2020-07-27 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 58,839 951 1.64 4,701 0.41 1.1798
2020-05-06 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 57,888 -20,343 -26.00 4,682 -34.38 1.6504
2020-01-28 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 78,231 -2,151 -2.68 7,135 -7.40 1.9286
2019-11-05 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 80,382 38,709 92.89 7,705 109.55 1.9329
2019-08-08 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 41,673 13,322 46.99 3,677 44.08 0.9912
2019-05-02 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,351 28,351 2,552 0.6410
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.