SPIA
DUKH

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

Steward Partners Investment Advisory’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
Q3 		– Sell
-4,072
Closed -$108K – 3452
2021
Q2 		$108K Buy
+4,072
New +$107K ﹤0.01% 2134

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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Steward Partners Investment Advisory's DUKH Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) in Q3 2021, closing a stake of 4,072 shares — an estimated $108K sold.

Steward Partners Investment Advisory first reported a position in DUKH in Q2 2021 and held it in 1 quarter. The position peaked at $108K in Q2 2021. 3 funds tracked by Wall St. Rank hold DUKH as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,072 Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 shares in Q3 2021, an estimated $108K.
  • Steward Partners Investment Advisory first reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position peaked at $108K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.