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Roof Eidam Maycock Peralta (REMP)’s Duke Energy DUK Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
-15,125
Closed -$1.41M – 115
2022
Q3 		$1.41M Buy
15,125
+1,240
+9% +$133K 0.53% 35
2022
Q2 		$1.49M Buy
+13,885
New +$1.53M 0.55% 32

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

Roof Eidam Maycock Peralta (REMP)'s DUK Position: Q4 2022 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 15,125 shares — an estimated $1.41M sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in DUK in Q2 2022 and held it in 2 quarters. The position peaked at $1.49M in Q2 2022. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 15,125 Duke Energy shares in Q4 2022, an estimated $1.41M.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Duke Energy in Q2 2022 and held it in 2 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s Duke Energy position peaked at $1.49M in Q2 2022.
  • 1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2022, filed 14 Feb 2023.