Duke Energy shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 491 | 123.80 |
| 2025-06-30 | $58k | 487 | 117.99 |
| 2025-03-31 | $90k | 734 | 121.92 |
| 2024-12-31 | $83k | 774 | 107.71 |
| 2024-09-30 | $89k | 768 | 115.36 |
| 2024-06-30 | $77k | 764 | 100.16 |
| 2024-03-31 | $102k | 1.1k | 96.71 |
| 2023-12-31 | $101k | 1.0k | 97.04 |
| 2023-09-30 | $91k | 1.0k | 88.30 |
| 2023-06-30 | $92k | 1.0k | 89.72 |
More positions owned by Cherry Tree Wealth Management
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