Cascades Capital Asset Management’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	$1.41M	Buy	11,954 +3,623	+43%	+$428K	0.73%	31
2025 Q1	$1.02M	Buy	8,331 +172	+2%	+$21K	0.55%	36
2024 Q4	$879K	Buy	8,159 +8	+0.1%	+$862	0.47%	39
2024 Q3	$940K	Buy	+8,151	New	+$940K	0.52%	40