Duke Energy Corp Series A Preferred Stock
DUK.PRA
9 hedge funds and large institutions have $979K invested in Duke Energy Corp Series A Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
5% more capital invested
Capital invested by funds: $928K → $979K (+$50.6K)
0% more ownership
Funds ownership: 0.1% → 0.1% (+0%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thompson Investment Management
Madison,
Wisconsin
|
+$25.1K |
| 2 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
+$14.1K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$5.03K |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$1.43K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$377 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Mathes Company
New York
|
-$11.3K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$729 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $607K | -$11.3K | -450 | -2% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $250K | +$5.03K | +200 | +2% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $68K | -$729 | -29 | -1% |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $24.9K | +$25.1K | +1,000 | New |
|
|
AA
5
AlphaMark Advisors
Ft. Wright,
Kentucky
| $14K | +$14.1K | +560 | New |
|
|
RMC
6
Resources Management Corp
West Hartford,
Connecticut
| $10K | – | – | – |
|
|
BWAM
7
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.16K | – | – | – |
|
|
FGAM
8
Financial Gravity Asset Management
Lakeway,
Texas
| $1.42K | +$1.43K | +57 | New |
|
|
OP
9
ORG Partners
Roanoke,
Indiana
| $375 | +$377 | +15 | New |
|
DUK.PRA Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q1 2024, worth a combined $979K — up 5.5% from $928K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DUK.PRA positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Thompson Investment Management, opening a new position worth an estimated $25.1K. The largest seller was Mathes Company, cutting an estimated $11.3K.
- 9 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $979K of Duke Energy Corp Series A Preferred Stock stock for Q1 2024, up 5.5% quarter-over-quarter.
- 4 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q1 2024 was Thompson Investment Management, an estimated $25.1K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q1 2024 was Mathes Company, an estimated $11.3K sold.
Based on aggregated 13F filings for Q1 2024.