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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
Q2 		$63.8K Buy
504
+4
+0.8% +$505 0.01% 263
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cherry Tree Wealth Management's DUK Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Duke Energy (DUK) stake by 0.8% in Q2 2026, buying an estimated $505 and bringing the position to 504 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #263.

Cherry Tree Wealth Management first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $102K in Q1 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cherry Tree Wealth Management held 504 shares of Duke Energy worth $63.8K as of Q2 2026.
  • Cherry Tree Wealth Management bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Cherry Tree Wealth Management first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Duke Energy position peaked at $102K in Q1 2024.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.