RAFFA WEALTH MANAGEMENT, LLC’s Duke Energy Corp Series A Preferred Stock DUK.PRA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DUK.PRA Stock Details DUK.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,500	Closed	-$66.1K	–	747
2019 Q2	$66.1K	Buy	+2,500	New	+$65.3K	0.01%	329

Other funds holding DUK.PRA

VAM

Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DUK.PRA Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Duke Energy Corp Series A Preferred Stock (DUK.PRA) in Q3 2019, closing a stake of 2,500 shares — an estimated $66.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DUK.PRA in Q2 2019 and held it in 1 quarter. The position peaked at $66.1K in Q2 2019. 3 funds tracked by Wall St. Rank hold DUK.PRA as of Q3 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Duke Energy Corp Series A Preferred Stock position as of Q3 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2,500 Duke Energy Corp Series A Preferred Stock shares in Q3 2019, an estimated $66.1K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Duke Energy Corp Series A Preferred Stock in Q2 2019 and held it in 1 quarter.
RAFFA WEALTH MANAGEMENT, LLC's Duke Energy Corp Series A Preferred Stock position peaked at $66.1K in Q2 2019.
3 funds tracked by Wall St. Rank held Duke Energy Corp Series A Preferred Stock as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.