Cherry Tree Wealth 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 | $57.5K | Sell |
487
-247
| -34% | -$29.1K | 0.01% | 249 |
|
|
2025
Q1 | $89.5K | Sell |
734
-40
| -5% | -$4.88K | 0.02% | 221 |
|
|
2024
Q4 | $83.4K | Buy |
774
+6
| +0.8% | +$646 | 0.02% | 225 |
|
|
2024
Q3 | $88.6K | Buy |
768
+4
| +0.5% | +$461 | 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% | +$870 | 0.03% | 206 |
|
|
2023
Q4 | $101K | Buy |
1,042
+9
| +0.9% | +$873 | 0.03% | 198 |
|
|
2023
Q3 | $91.2K | Buy |
1,033
+8
| +0.8% | +$706 | 0.03% | 194 |
|
|
2023
Q2 | $92K | Buy |
+1,025
| New | +$92K | 0.03% | 197 |
|