Duke Energy Corp Series A Preferred Stock
DUK.PRA
9 hedge funds and large institutions have $30.1M invested in Duke Energy Corp Series A Preferred Stock in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
3% more capital invested
Capital invested by funds: $29.2M → $30.1M (+$939K)
0.16% more ownership
Funds ownership: 2.56% → 2.72% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.57M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$678K |
| 3 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
+$19.4K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$464K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BI
1
Bramshill Investments
Naples,
Florida
| $28.8M | +$1.57M | +56,944 | +6% |
|
|
FMI
2
F/M Investments
Washington,
District of Columbia
| $679K | +$678K | +24,517 | New |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $277K | – | – | – |
|
|
VAM
4
Verity Asset Management
Durham,
North Carolina
| $268K | -$464K | -16,775 | -63% |
|
|
AA
5
Ancora Advisors
Cleveland,
Ohio
| $45K | – | – | – |
|
|
HWA
6
Heritage Wealth Advisors
Richmond,
Virginia
| $27.6K | – | – | – |
|
|
RMC
7
Resources Management Corp
West Hartford,
Connecticut
| $25K | +$19.4K | +700 | +350% |
|
|
AA
8
AlphaMark Advisors
Ft. Wright,
Kentucky
| $15K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | +$9.87K | +357 | New |
|
DUK.PRA Hedge Fund Activity: Q1 2021 in Review
9 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q1 2021, worth a combined $30.1M — up 3.2% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DUK.PRA positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $1.57M. The largest seller was Verity Asset Management, cutting an estimated $464K.
- 9 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $30.1M of Duke Energy Corp Series A Preferred Stock stock for Q1 2021, up 3.2% quarter-over-quarter.
- 2 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q1 2021 and 0 closed out, a net change of +2 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q1 2021 was Bramshill Investments, an estimated $1.57M added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q1 2021 was Verity Asset Management, an estimated $464K sold.
Based on aggregated 13F filings for Q1 2021.