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Duke Energy Corp Series A Preferred Stock
DUK.PRA

5 hedge funds and large institutions have $1.37M invested in Duke Energy Corp Series A Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.12M → $1.37M (+$254K)

0.02% more ownership

Funds ownership: 0.11% → 0.13% (+0.02%)

29% less funds holding

Funds holding: 7 → 5 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VAM
Verity Asset Management
North Carolina
+$190K
2
MCM
Mengis Capital Management
Oregon
+$35.2K

Top Sellers

Rank Fund Capital Flow
1
QAM
QCI Asset Management
New York
-$9K
2
SIM
Sonora Investment Management
Arizona
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1
Verity Asset Management
North Carolina
$1.02M +$190K +6,998 +23%
MCM
2
Mengis Capital Management
Oregon
$270K +$35.2K +1,300 +15%
AA
3
Ancora Advisors
Ohio
$44K – – –
HWA
4
Heritage Wealth Advisors
Virginia
$26.9K – – –
AA
5
AlphaMark Advisors
Kentucky
$15K – – –
QAM
6
QCI Asset Management
New York
– -$9K -350 Closed
SIM
7
Sonora Investment Management
Arizona
– -$2K -82 Closed

DUK.PRA Hedge Fund Activity: Q2 2020 in Review

5 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q2 2020, worth a combined $1.37M — up 23% from $1.12M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of DUK.PRA and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.

The largest buyer was Verity Asset Management, adding an estimated $190K. The largest seller was QCI Asset Management, exiting entirely with an estimated $9K sold.

  • 5 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q2 2020, down from 7 in Q1 2020.
  • Funds reported $1.37M of Duke Energy Corp Series A Preferred Stock stock for Q2 2020, up 23% quarter-over-quarter.
  • 0 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q2 2020 and 2 closed out, a net change of -2 holders.
  • The largest Duke Energy Corp Series A Preferred Stock buyer in Q2 2020 was Verity Asset Management, an estimated $190K added.
  • The largest Duke Energy Corp Series A Preferred Stock seller in Q2 2020 was QCI Asset Management, an estimated $9K sold.

Based on aggregated 13F filings for Q2 2020.