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Monterey Private Wealth’s Duke Energy DUK Stock Holding History

Monterey Private Wealth’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
Q4 		– Sell
-3,454
Closed -$328K – 100
2022
Q3 		$328K Buy
+3,454
New +$371K 0.2% 67

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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monterey Private Wealth's DUK Position: Q4 2022 in Review

Monterey Private Wealth sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 3,454 shares — an estimated $328K sold.

Monterey Private Wealth first reported a position in DUK in Q3 2022 and held it in 1 quarter. The position peaked at $328K in Q3 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Monterey Private Wealth reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 3,454 Duke Energy shares in Q4 2022, an estimated $328K.
  • Monterey Private Wealth first reported a position in Duke Energy in Q3 2022 and held it in 1 quarter.
  • Monterey Private Wealth's Duke Energy position peaked at $328K in Q3 2022.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Monterey Private Wealth's 13F filing for Q4 2022, filed 20 Jan 2023.