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Duke Energy Corp Series A Preferred Stock
DUK.PRA

5 hedge funds and large institutions have $1.12M invested in Duke Energy Corp Series A Preferred Stock in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.04% less ownership

Funds ownership: 0.14% → 0.1% (-0.04%)

26% less capital invested

Capital invested by funds: $1.5M → $1.12M (-$382K)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$44.7K
2
QAM
QCI Asset Management
New York
+$9.66K
3
MCM
Mengis Capital Management
Oregon
+$5.52K

Top Sellers

Rank Fund Capital Flow
1
VAM
Verity Asset Management
North Carolina
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1
Verity Asset Management
North Carolina
$801K -$446K -16,170 -36%
MCM
2
Mengis Capital Management
Oregon
$232K +$5.52K +200 +2%
AA
3
Ancora Advisors
Ohio
$45K +$44.7K +1,620 New
HWA
4
Heritage Wealth Advisors
Virginia
$27.7K – – –
QAM
5
QCI Asset Management
New York
$10K +$9.66K +350 New

DUK.PRA Hedge Fund Activity: Q4 2019 in Review

5 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q4 2019, worth a combined $1.12M — down 26% from $1.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DUK.PRA positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $44.7K. The largest seller was Verity Asset Management, cutting an estimated $446K.

  • 5 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q4 2019, up from 3 in Q3 2019.
  • Funds reported $1.12M of Duke Energy Corp Series A Preferred Stock stock for Q4 2019, down 26% quarter-over-quarter.
  • 2 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q4 2019 and 0 closed out, a net change of +2 holders.
  • The largest Duke Energy Corp Series A Preferred Stock buyer in Q4 2019 was Ancora Advisors, an estimated $44.7K added.
  • The largest Duke Energy Corp Series A Preferred Stock seller in Q4 2019 was Verity Asset Management, an estimated $446K sold.

Based on aggregated 13F filings for Q4 2019.