Cascade Investment Group’s Duke Energy DUK Stock Holding History

Cascade Investment Group’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
2026 Q1	$401K	Buy	3,063 +124	+4%	+$15.5K	0.26%	94
2025 Q4	$344K	Sell	2,939 -100	-3%	-$12.2K	0.23%	104
2025 Q3	$376K	Buy	3,039 +29	+1%	+$3.52K	0.25%	92
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%	-$18.1K	0.23%	100
2024 Q3	$366K	Sell	3,170 -35	-1%	-$3.9K	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%	-$49K	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	+$378K	0.42%	71

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Investment Group's DUK Position: Q1 2026 in Review

Cascade Investment Group increased its Duke Energy (DUK) stake by 4.2% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,063 shares worth $401K. The position accounts for 0.26% of the portfolio, ranked #94.

Cascade Investment Group first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $406K in Q4 2022. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Cascade Investment Group held 3,063 shares of Duke Energy worth $401K as of Q1 2026.
Cascade Investment Group bought 124 Duke Energy shares in Q1 2026, an estimated $15.5K.
Duke Energy made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #94 holding.
Cascade Investment Group first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Duke Energy position peaked at $406K in Q4 2022.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.