Duke Energy Corp Series A Preferred Stock
DUK.PRA
7 hedge funds and large institutions have $1.07M invested in Duke Energy Corp Series A Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.63% less ownership
Funds ownership: 2.72% → 0.09% (-2.6%)
22% less funds holding
Funds holding: 9 → 7 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
96% less capital invested
Capital invested by funds: $30.1M → $1.07M (-$29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$396K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$22.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$28.8M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$679K |
| 3 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
-$25K |
| 4 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
1
Steward Partners Investment Advisory
New York
| $404K | +$396K | +14,072 | New |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $288K | – | – | – |
|
|
VAM
3
Verity Asset Management
Durham,
North Carolina
| $255K | -$23.2K | -825 | -9% |
|
|
AA
4
Ancora Advisors
Cleveland,
Ohio
| $47K | – | – | – |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33K | +$22.2K | +788 | +221% |
|
|
HWA
6
Heritage Wealth Advisors
Richmond,
Virginia
| $28.7K | – | – | – |
|
|
AA
7
AlphaMark Advisors
Ft. Wright,
Kentucky
| $16K | – | – | – |
|
|
BI
8
Bramshill Investments
Naples,
Florida
| – | -$28.8M | -1,040,532 | Closed |
|
|
FMI
9
F/M Investments
Washington,
District of Columbia
| – | -$679K | -24,517 | Closed |
|
|
RMC
10
Resources Management Corp
West Hartford,
Connecticut
| – | -$25K | -900 | Closed |
|
DUK.PRA Hedge Fund Activity: Q2 2021 in Review
7 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q2 2021, worth a combined $1.07M — down 96% from $30.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DUK.PRA and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $396K. The largest seller was Bramshill Investments, exiting entirely with an estimated $28.8M sold.
- 7 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q2 2021, down from 9 in Q1 2021.
- Funds reported $1.07M of Duke Energy Corp Series A Preferred Stock stock for Q2 2021, down 96% quarter-over-quarter.
- 1 fund opened new Duke Energy Corp Series A Preferred Stock positions in Q2 2021 and 3 closed out, a net change of -2 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q2 2021 was Steward Partners Investment Advisory, an estimated $396K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q2 2021 was Bramshill Investments, an estimated $28.8M sold.
Based on aggregated 13F filings for Q2 2021.