Duke Energy Corp Series A Preferred Stock
DUK.PRA
4 hedge funds and large institutions have $342K invested in Duke Energy Corp Series A Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
0.1% less ownership
Funds ownership: 0.13% → 0.03% (-0.1%)
43% less funds holding
Funds holding: 7 → 4 (-3)
72% less capital invested
Capital invested by funds: $1.21M → $342K (-$868K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$38K |
| 2 |
RMC
Resources Management Corp
West Hartford,
Connecticut
|
-$22.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Mengis Capital Management
Portland,
Oregon
| $256K | – | – | – |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $58.1K | +$13.1K | +521 | +30% |
|
|
HWA
3
Heritage Wealth Advisors
Richmond,
Virginia
| $25.4K | – | – | – |
|
|
BWAM
4
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.18K | – | – | – |
|
|
AA
5
Ancora Advisors
Cleveland,
Ohio
| – | -$38K | -1,620 | Closed |
|
|
RMC
6
Resources Management Corp
West Hartford,
Connecticut
| – | -$22.6K | -900 | Closed |
|
DUK.PRA Hedge Fund Activity: Q1 2023 in Review
4 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q1 2023, worth a combined $342K — down 72% from $1.21M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DUK.PRA and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was PNC Financial Services Group, adding an estimated $13.1K. The largest seller was Ancora Advisors, exiting entirely with an estimated $38K sold.
- 4 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $342K of Duke Energy Corp Series A Preferred Stock stock for Q1 2023, down 72% quarter-over-quarter.
- 0 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q1 2023 was PNC Financial Services Group, an estimated $13.1K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q1 2023 was Ancora Advisors, an estimated $38K sold.
Based on aggregated 13F filings for Q1 2023.