Cascade Investment Advisors’s Duke Energy DUK Stock Holding History

Cascade Investment Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-535	Closed	-$51.6K	–	137
2023 Q1	$51.6K	Buy	+535	New	+$52.9K	0.04%	142
2022 Q3	–	Sell	-535	Closed	-$57.4K	–	134
2022 Q2	$57.4K	Hold	535	–	–	0.05%	143
2022 Q1	$59.7K	Hold	535	–	–	0.04%	156
2021 Q4	$56.1K	Hold	535	–	–	0.03%	159
2021 Q3	$52.2K	Hold	535	–	–	0.03%	158
2021 Q2	$52.8K	Hold	535	–	–	0.03%	157
2021 Q1	$51.6K	Hold	535	–	–	0.03%	159
2020 Q4	$49K	Hold	535	–	–	0.04%	161
2020 Q3	$47.4K	Hold	535	–	–	0.04%	154
2020 Q2	$42.7K	Hold	535	–	–	0.04%	152
2020 Q1	$43.3K	Hold	535	–	–	0.05%	142
2019 Q4	$48.8K	Hold	535	–	–	0.04%	151
2019 Q3	$51.3K	Hold	535	–	–	0.04%	145
2019 Q2	$47.2K	Hold	535	–	–	0.04%	142
2019 Q1	$48.1K	Hold	535	–	–	0.04%	134
2018 Q4	$46.2K	Sell	535 -50	-9%	-$4.26K	0.05%	131
2018 Q3	$46.8K	Hold	585	–	–	0.04%	131
2018 Q2	$46.3K	Hold	585	–	–	0.04%	130
2018 Q1	$45.3K	Hold	585	–	–	0.04%	130
2017 Q4	$49.2K	Hold	585	–	–	0.04%	129
2017 Q3	$49.1K	Hold	585	–	–	0.04%	126
2017 Q2	$48.9K	Buy	585 +435	+290%	+$36.6K	0.04%	123
2017 Q1	$12.3K	Buy	150 +38	+34%	+$3.02K	0.01%	136
2016 Q4	$8.69K	Buy	+112	New	+$8.58K	0.01%	163
2016 Q2	$9.61K	Buy	+112	New	+$8.95K	0.01%	143

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cascade Investment Advisors's DUK Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 535 shares — an estimated $51.6K sold.

Cascade Investment Advisors first reported a position in DUK in Q2 2016 and held it in 25 quarters. The position peaked at $59.7K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Cascade Investment Advisors reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 535 Duke Energy shares in Q2 2023, an estimated $51.6K.
Cascade Investment Advisors first reported a position in Duke Energy in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's Duke Energy position peaked at $59.7K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.