A detailed history of Cherry Tree Wealth Management, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 768 shares of DUK stock, worth $83,205. This represents 0.02% of its overall portfolio holdings.

Number of Shares
768
Previous 764 0.52%
Holding current value
$83,205
Previous $76.5 Million 15.78%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$99.35 - $117.71 $397 - $470
4 Added 0.52%
768 $88.6 Million
Q2 2024

Aug 06, 2024

SELL
$92.87 - $104.6 $26,653 - $30,020
-287 Reduced 27.31%
764 $76.5 Million
Q1 2024

May 01, 2024

BUY
$90.65 - $99.39 $815 - $894
9 Added 0.86%
1,051 $102 Million
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $768 - $884
9 Added 0.87%
1,042 $101 Million
Q3 2023

Nov 14, 2023

BUY
$86.65 - $95.56 $693 - $764
8 Added 0.78%
1,033 $91.2 Million
Q2 2023

Aug 09, 2023

BUY
$88.01 - $99.74 $90,210 - $102,233
1,025 New
1,025 $92 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $83.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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