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Duke Energy Corp Series A Preferred Stock
DUK.PRA

3 hedge funds and large institutions have $1.5M invested in Duke Energy Corp Series A Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.4M → $1.5M (+$93.5K)

0% more ownership

Funds ownership: 0.13% → 0.14% (+0%)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VAM
Verity Asset Management
North Carolina
+$97.3K

Top Sellers

Rank Fund Capital Flow
1
RWML
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$66.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1
Verity Asset Management
North Carolina
$1.25M +$97.3K +3,565 +9%
MCM
2
Mengis Capital Management
Oregon
$226K – – –
HWA
3
Heritage Wealth Advisors
Virginia
$27K – – –
RWML
4
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$66.1K -2,500 Closed

DUK.PRA Hedge Fund Activity: Q3 2019 in Review

3 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q3 2019, worth a combined $1.5M — up 6.7% from $1.4M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of DUK.PRA and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Verity Asset Management, adding an estimated $97.3K. The largest seller was RAFFA WEALTH MANAGEMENT, LLC, exiting entirely with an estimated $66.1K sold.

  • 3 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q3 2019, down from 4 in Q2 2019.
  • Funds reported $1.5M of Duke Energy Corp Series A Preferred Stock stock for Q3 2019, up 6.7% quarter-over-quarter.
  • 0 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q3 2019 and 1 closed out, a net change of -1 holder.
  • The largest Duke Energy Corp Series A Preferred Stock buyer in Q3 2019 was Verity Asset Management, an estimated $97.3K added.
  • The largest Duke Energy Corp Series A Preferred Stock seller in Q3 2019 was RAFFA WEALTH MANAGEMENT, LLC, an estimated $66.1K sold.

Based on aggregated 13F filings for Q3 2019.