SIM
DUKH

Sonora Investment Management’s Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 DUKH Stock Holding History

Sonora Investment Management’s Portfolio DUKH Stock Details DUKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$10K – 1104
2021
Q1 		$10K Buy
+400
New +$10.3K ﹤0.01% 1301
2018
Q4 		– Sell
-73
Closed -$2K – 1305
2018
Q3 		$2K Hold
73
– – ﹤0.01% 1131
2018
Q2 		$2K Hold
73
– – ﹤0.01% 1085
2018
Q1 		$1.86K Hold
73
– – ﹤0.01% 1067
2017
Q4 		$1.85K Hold
73
– – ﹤0.01% 1079
2017
Q3 		$1.86K Buy
+73
New +$1.87K ﹤0.01% 1004

Other funds holding DUKH

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Sonora Investment Management's DUKH Position: Q2 2021 in Review

Sonora Investment Management sold out of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in DUKH in Q3 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 4 funds tracked by Wall St. Rank hold DUKH as of Q2 2021.

  • Sonora Investment Management reported no remaining Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 400 Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 shares in Q2 2021, an estimated $10K.
  • Sonora Investment Management first reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in Q3 2017 and held it in 6 quarters.
  • Sonora Investment Management's Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position peaked at $10K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.