Cascades Capital Asset Management’s Duke Energy DUK Stock Holding History

Cascades Capital Asset Management’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 Q2	$1.51M	Buy	11,920 +2,414	+25%	+$305K	0.56%	37
2026 Q1	$1.24M	Sell	9,506 -1,841	-16%	-$230K	0.52%	41
2025 Q4	$1.33M	Sell	11,347 -1,343	-11%	-$164K	0.56%	35
2025 Q3	$1.57M	Buy	12,690 +736	+6%	+$89.3K	0.69%	31
2025 Q2	$1.41M	Buy	11,954 +3,623	+43%	+$428K	0.73%	31
2025 Q1	$1.02M	Buy	8,331 +172	+2%	+$19.6K	0.55%	36
2024 Q4	$879K	Buy	8,159 +8	+0.1%	+$906	0.47%	39
2024 Q3	$940K	Buy	+8,151	New	+$907K	0.52%	40

Other funds holding DUK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cascades Capital Asset Management's DUK Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $305K and bringing the position to 11,920 shares worth $1.51M. The position accounts for 0.56% of the portfolio, ranked #37.

Cascades Capital Asset Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q3 2025. 2,492 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Cascades Capital Asset Management held 11,920 shares of Duke Energy worth $1.51M as of Q2 2026.
Cascades Capital Asset Management bought 2,414 Duke Energy shares in Q2 2026, an estimated $305K.
Duke Energy made up 0.56% of Cascades Capital Asset Management's portfolio in Q2 2026, its #37 holding.
Cascades Capital Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's Duke Energy position peaked at $1.57M in Q3 2025.
2,492 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.