Cherry Tree Wealth Management’s Duke Energy DUK Stock Holding History

Cherry Tree Wealth 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 Q1	$65.4K	Buy	500 +4	+0.8%	+$500	0.01%	248
2025 Q4	$58.1K	Buy	496 +5	+1%	+$611	0.01%	257
2025 Q3	$60.8K	Buy	491 +4	+0.8%	+$485	0.01%	244
2025 Q2	$57.5K	Sell	487 -247	-34%	-$29.1K	0.01%	249
2025 Q1	$89.5K	Sell	734 -40	-5%	-$4.56K	0.02%	221
2024 Q4	$83.4K	Buy	774 +6	+0.8%	+$680	0.02%	225
2024 Q3	$88.6K	Buy	768 +4	+0.5%	+$445	0.02%	225
2024 Q2	$76.5K	Sell	764 -287	-27%	-$28.7K	0.02%	228
2024 Q1	$102K	Buy	1,051 +9	+0.9%	+$854	0.03%	206
2023 Q4	$101K	Buy	1,042 +9	+0.9%	+$819	0.03%	198
2023 Q3	$91.2K	Buy	1,033 +8	+0.8%	+$733	0.03%	194
2023 Q2	$92K	Buy	+1,025	New	+$96.7K	0.03%	197

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

Cherry Tree Wealth Management's DUK Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Duke Energy (DUK) stake by 0.81% in Q1 2026, buying an estimated $500 and bringing the position to 500 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #248.

Cherry Tree Wealth Management first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. The position peaked at $102K in Q1 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Cherry Tree Wealth Management held 500 shares of Duke Energy worth $65.4K as of Q1 2026.
Cherry Tree Wealth Management bought 4 Duke Energy shares in Q1 2026, an estimated $500.
Duke Energy made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #248 holding.
Cherry Tree Wealth Management first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Duke Energy position peaked at $102K in Q1 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.