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First Farmers & Merchants Bank Trust’s Duke Energy DUK Stock Holding History

First Farmers & Merchants Bank Trust’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
2022
Q3 		– Sell
-1,922
Closed -$206K – 90
2022
Q2 		$206K Hold
1,922
– – 0.26% 89
2022
Q1 		$214K Hold
1,922
– – 0.23% 94
2021
Q4 		$202K Buy
+1,922
New +$195K 0.2% 100

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Farmers & Merchants Bank Trust's DUK Position: Q3 2022 in Review

First Farmers & Merchants Bank Trust sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 1,922 shares — an estimated $206K sold.

First Farmers & Merchants Bank Trust first reported a position in DUK in Q4 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • First Farmers & Merchants Bank Trust reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
  • First Farmers & Merchants Bank Trust sold 1,922 Duke Energy shares in Q3 2022, an estimated $206K.
  • First Farmers & Merchants Bank Trust first reported a position in Duke Energy in Q4 2021 and held it in 3 quarters.
  • First Farmers & Merchants Bank Trust's Duke Energy position peaked at $214K in Q1 2022.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on First Farmers & Merchants Bank Trust's 13F filing for Q3 2022, filed 31 Oct 2022.