Duke Energy Corp Series A Preferred Stock
DUK.PRA
7 hedge funds and large institutions have $757K invested in Duke Energy Corp Series A Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0.05% less ownership
Funds ownership: 0.12% → 0.07% (-0.05%)
13% less funds holding
Funds holding: 8 → 7 (-1)
42% less capital invested
Capital invested by funds: $1.3M → $757K (-$540K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
+$24.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$537K |
| 2 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$16K |
| 3 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$903 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Mengis Capital Management
Portland,
Oregon
| $274K | – | – | – |
|
|
VAM
2
Verity Asset Management
Durham,
North Carolina
| $232K | -$903 | -33 | -0.4% |
|
|
EWM
3
Edge Wealth Management
New York
| $106K | – | – | – |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $49K | – | – | – |
|
|
AA
5
Ancora Advisors
Cleveland,
Ohio
| $44K | – | – | – |
|
|
HWA
6
Heritage Wealth Advisors
Richmond,
Virginia
| $27K | – | – | – |
|
|
RMC
7
Resources Management Corp
West Hartford,
Connecticut
| $25K | +$24.6K | +900 | New |
|
|
FMI
8
F/M Investments
Washington,
District of Columbia
| – | -$537K | -19,362 | Closed |
|
|
AA
9
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$16K | -560 | Closed |
|
DUK.PRA Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q4 2021, worth a combined $757K — down 42% from $1.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DUK.PRA and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Resources Management Corp, opening a new position worth an estimated $24.6K. The largest seller was F/M Investments, exiting entirely with an estimated $537K sold.
- 7 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q4 2021, down from 8 in Q3 2021.
- Funds reported $757K of Duke Energy Corp Series A Preferred Stock stock for Q4 2021, down 42% quarter-over-quarter.
- 1 fund opened new Duke Energy Corp Series A Preferred Stock positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q4 2021 was Resources Management Corp, an estimated $24.6K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q4 2021 was F/M Investments, an estimated $537K sold.
Based on aggregated 13F filings for Q4 2021.