Duke Energy Corp Series A Preferred Stock
DUK.PRA
8 hedge funds and large institutions have $1.3M invested in Duke Energy Corp Series A Preferred Stock in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
21% more capital invested
Capital invested by funds: $1.07M → $1.3M (+$225K)
14% more funds holding
Funds holding: 7 → 8 (+1)
0.02% more ownership
Funds ownership: 0.09% → 0.12% (+0.02%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$543K |
| 2 |
EWM
Edge Wealth Management
New York
|
+$109K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$404K |
| 2 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$9.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $537K | +$543K | +19,362 | New |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $278K | – | – | – |
|
|
VAM
3
Verity Asset Management
Durham,
North Carolina
| $236K | -$9.77K | -348 | -4% |
|
|
EWM
4
Edge Wealth Management
New York
| $107K | +$109K | +3,875 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50K | +$18.3K | +651 | +57% |
|
|
AA
6
Ancora Advisors
Cleveland,
Ohio
| $45K | – | – | – |
|
|
HWA
7
Heritage Wealth Advisors
Richmond,
Virginia
| $27.7K | – | – | – |
|
|
AA
8
AlphaMark Advisors
Ft. Wright,
Kentucky
| $16K | – | – | – |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| – | -$404K | -14,072 | Closed |
|
DUK.PRA Hedge Fund Activity: Q3 2021 in Review
8 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q3 2021, worth a combined $1.3M — up 21% from $1.07M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DUK.PRA positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was F/M Investments, opening a new position worth an estimated $543K. The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $404K sold.
- 8 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q3 2021, up from 7 in Q2 2021.
- Funds reported $1.3M of Duke Energy Corp Series A Preferred Stock stock for Q3 2021, up 21% quarter-over-quarter.
- 2 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q3 2021 was F/M Investments, an estimated $543K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q3 2021 was Steward Partners Investment Advisory, an estimated $404K sold.
Based on aggregated 13F filings for Q3 2021.