Duke Energy Corp Series A Preferred Stock
DUK.PRA
7 hedge funds and large institutions have $1.19M invested in Duke Energy Corp Series A Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.15% less ownership
Funds ownership: 0.27% → 0.12% (-0.15%)
5% less capital invested
Capital invested by funds: $1.25M → $1.19M (-$57.8K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$13.9K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.2K |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$373 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
-$24.8K |
| 2 |
MC
Mathes Company
New York
|
-$9.94K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$4.97K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$7 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $858K | -$9.94K | -400 | -1% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $236K | -$4.97K | -200 | -2% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $70.8K | +$12.2K | +489 | +20% |
|
|
AA
4
AlphaMark Advisors
Ft. Wright,
Kentucky
| $13K | +$13.9K | +560 | New |
|
|
RMC
5
Resources Management Corp
West Hartford,
Connecticut
| $10K | – | – | – |
|
|
BWAM
6
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.99K | – | – | – |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $358 | +$373 | +15 | New |
|
|
8
Comerica Bank
Dallas,
Texas
| – | -$7 | -59,283 | Closed |
|
|
HWA
9
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$24.8K | -1,000 | Closed |
|
DUK.PRA Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q3 2023, worth a combined $1.19M — down 4.6% from $1.25M a quarter earlier.
Fund positioning in DUK.PRA was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was AlphaMark Advisors, opening a new position worth an estimated $13.9K. The largest seller was Heritage Wealth Advisors, exiting entirely with an estimated $24.8K sold.
- 7 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.19M of Duke Energy Corp Series A Preferred Stock stock for Q3 2023, down 4.6% quarter-over-quarter.
- 2 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q3 2023 was AlphaMark Advisors, an estimated $13.9K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q3 2023 was Heritage Wealth Advisors, an estimated $24.8K sold.
Based on aggregated 13F filings for Q3 2023.