Cascade Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
3,010
| – | – | 0.25% | 93 |
|
|
2025
Q1 | $367K | Hold |
3,010
| – | – | 0.28% | 81 |
|
|
2024
Q4 | $324K | Sell |
3,010
-160
| -5% | -$17.2K | 0.23% | 100 |
|
|
2024
Q3 | $366K | Sell |
3,170
-35
| -1% | -$4.04K | 0.27% | 81 |
|
|
2024
Q2 | $321K | Sell |
3,205
-200
| -6% | -$20K | 0.25% | 88 |
|
|
2024
Q1 | $329K | Hold |
3,405
| – | – | 0.25% | 93 |
|
|
2023
Q4 | $330K | Hold |
3,405
| – | – | 0.27% | 86 |
|
|
2023
Q3 | $301K | Sell |
3,405
-535
| -14% | -$47.2K | 0.28% | 83 |
|
|
2023
Q2 | $354K | Hold |
3,940
| – | – | 0.32% | 79 |
|
|
2023
Q1 | $380K | Hold |
3,940
| – | – | 0.37% | 74 |
|
|
2022
Q4 | $406K | Buy |
+3,940
| New | +$406K | 0.42% | 71 |
|