Corundum Group, Inc. DUK — DUKE ENERGY CORPORATION HOLDIN

Ownership history in Corundum Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Corundum Group, Inc. reported DUKE ENERGY CORPORATION HOLDIN (DUK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2024 Q4. The latest visible filing shows DUK at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corundum Group, Inc.'s position in DUKE ENERGY CORPORATION HOLDIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUK was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page Corundum Group, Inc. fund profile Corundum Group, Inc. full holdings
How Corundum Group, Inc. held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,767 +6,822 +172.9% 0.47% $1.4M 2026-04-20 $127.86
2025 Q4 REDUCED 59.1% +12.7% ❌ 3,945 -5,701 -59.1% 0.16% $462K 2026-01-12 $115.72
2025 Q3 REDUCED — — — 9,646 -26 -0.3% 0.49% $1.2M 2025-10-24 $125.21
2025 Q2 ADDED — — — 9,672 +161 +1.7% 0.50% $1.1M 2025-07-21 $116.78
2025 Q1 REDUCED 34.5% -2.4% ✅ 9,511 -5,020 -34.5% 0.56% $1.2M 2025-04-23 $117.27
2024 Q4 INITIATED — — — 14,531 — — 0.58% $1.6M 2025-01-16 $104.36

🏢 Other funds also holding DUK

As of 2026 Q1 — sorted by position size

PURSUIT WEALTH STRATEGIES, LLC 3.48% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.39% Constitution Capital LLC 3Y 3.32% Wealth Group, Ltd. 3.12% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.8% Slocum, Gordon & Co LLP 2.66% Aull & Monroe Investment Management Corp 3Y 7Y 2.44% GODSEY & GIBB, INC 3Y 7Y 2.32% Dougherty & Associates, LLC 2.28% Greystone Financial Group, LLC 3Y 2.27%

FAQ About Corundum Group, Inc. and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corundum Group, Inc. reported owning DUK?

Corundum Group, Inc. reported DUK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DUK position in Corundum Group, Inc.'s portfolio?

The largest reported portfolio weight for DUK was 0.58% in 2024 Q4.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q1, when Corundum Group, Inc. reported 10,767 shares, equal to 0.47% of portfolio, with an estimated market value of $1.4M.

What does the chart on this DUK ownership page compare?

The chart compares Corundum Group, Inc.'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Corundum Group, Inc. time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, Corundum Group, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DUK relative to SPY over the holding period was +0.6%.

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