Position in DUK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$65,470
+$7,334 QoQ
Shares Held
500
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $265,844 across 6 Utilities - Regulated Electric names. DUK ranks #2 (24.6% of the industry book) .
All Filings in DUK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,470 | 500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $58,136 | 496 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $60,761 | 491 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $57,466 | 487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $89,525 | 734 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $83,390 | 774 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $88,550 | 768 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,575 | 764 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $101,642 | 1,051 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $101,115 | 1,042 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $91,172 | 1,033 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $91,983 | 1,025 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||