Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$392,271
-$8,798 QoQ
Shares Held
3,099
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,629
of 2,440 holders
Holding Since
Dec 2022
15 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, 2026CASCADE INVESTMENT GROUP, INC. holds $2,050,363 across 4 Utilities - Regulated Electric names. DUK ranks #3 (19.1% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,271 | 3,099 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $401,069 | 3,063 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $344,480 | 2,939 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $376,076 | 3,039 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $355,180 | 3,010 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $367,129 | 3,010 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $324,297 | 3,010 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $365,501 | 3,170 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $321,237 | 3,205 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $329,297 | 3,405 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $330,421 | 3,405 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $300,525 | 3,405 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $353,575 | 3,940 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $380,091 | 3,940 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $405,780 | 3,940 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||