Cascades Capital Asset Management, LLC
Position in DUK — Duke Energy CORP
CIK 2035512
GREENSBORO, NC
Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,508,833
+$264,118 QoQ
Shares Held
11,920
+25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#938
of 2,446 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cascades Capital Asset Management, LLC holds $1,713,020 across 2 Utilities - Regulated Electric names. DUK ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
11,920 | $1,508,833 | |
| 2 | D |
Dominion Energy, Inc
|
2,990 | $204,187 |
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,833 | 11,920 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,244,715 | 9,506 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,329,981 | 11,347 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,570,387 | 12,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,410,572 | 11,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,016,132 | 8,331 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $879,050 | 8,159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $939,810 | 8,151 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||