Cascade Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Buy |
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|
2025
Q2 | $355K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $324K | Sell |
|
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|
2024
Q3 | $366K | Sell |
|
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|
2024
Q2 | $321K | Sell |
|
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|
2024
Q1 | $329K | Hold |
|
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|
2023
Q4 | $330K | Hold |
|
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $354K | Hold |
|
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|
2023
Q1 | $380K | Hold |
|
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|
2022
Q4 | $406K | Buy |
|