Duke Energy Corp Series A Preferred Stock
DUK.PRA
7 hedge funds and large institutions have $1.21M invested in Duke Energy Corp Series A Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.
1.35% less ownership
Funds ownership: 1.48% → 0.13% (-1.3%)
22% less funds holding
Funds holding: 9 → 7 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
91% less capital invested
Capital invested by funds: $14.2M → $1.21M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Mathes Company
New York
|
+$47.8K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.66K |
| 3 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
+$2.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$12M |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$918K |
| 3 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $849K | +$47.8K | +2,000 | +6% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $235K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $41.2K | +$7.66K | +321 | +22% |
|
|
AA
4
Ancora Advisors
Cleveland,
Ohio
| $38K | – | – | – |
|
|
HWA
5
Heritage Wealth Advisors
Richmond,
Virginia
| $23.4K | – | – | – |
|
|
RMC
6
Resources Management Corp
West Hartford,
Connecticut
| $21K | – | – | – |
|
|
BWAM
7
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.95K | +$2.98K | +125 | New |
|
|
CW
8
Connectus Wealth
Cincinnati,
Ohio
| – | -$12M | -500,846 | Closed |
|
|
9
RhumbLine Advisers
Boston,
Massachusetts
| – | -$918K | -38,250 | Closed |
|
|
AWM
10
Accel Wealth Management
Waverly,
Iowa
| – | -$48K | -2,000 | Closed |
|
DUK.PRA Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q4 2022, worth a combined $1.21M — down 91% from $14.2M 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 0 trimmed existing stakes and 2 added.
The largest buyer was Mathes Company, adding an estimated $47.8K. The largest seller was Connectus Wealth, exiting entirely with an estimated $12M sold.
- 7 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q4 2022, down from 9 in Q3 2022.
- Funds reported $1.21M of Duke Energy Corp Series A Preferred Stock stock for Q4 2022, down 91% quarter-over-quarter.
- 1 fund opened new Duke Energy Corp Series A Preferred Stock positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q4 2022 was Mathes Company, an estimated $47.8K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q4 2022 was Connectus Wealth, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2022.