Duke Energy Corp Series A Preferred Stock
DUK.PRA
6 hedge funds and large institutions have $1.15M invested in Duke Energy Corp Series A Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.01% less ownership
Funds ownership: 0.13% → 0.12% (-0.01%)
8% less capital invested
Capital invested by funds: $1.25M → $1.15M (-$98K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$200K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $596K | – | – | – |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $499K | +$133K | +5,300 | +35% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $45.9K | -$1.27K | -51 | -3% |
|
|
RMC
4
Resources Management Corp
West Hartford,
Connecticut
| $10K | – | – | – |
|
|
BWAM
5
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.02K | – | – | – |
|
|
OP
6
ORG Partners
Roanoke,
Indiana
| $365 | – | – | – |
|
|
WPP
7
Whalerock Point Partners
Providence,
Rhode Island
| – | -$200K | -8,000 | Closed |
|
DUK.PRA Hedge Fund Activity: Q4 2024 in Review
6 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q4 2024, worth a combined $1.15M — down 7.8% from $1.25M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DUK.PRA and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Mengis Capital Management, adding an estimated $133K. The largest seller was Whalerock Point Partners, exiting entirely with an estimated $200K sold.
- 6 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q4 2024, down from 7 in Q3 2024.
- Funds reported $1.15M of Duke Energy Corp Series A Preferred Stock stock for Q4 2024, down 7.8% quarter-over-quarter.
- 0 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Duke Energy Corp Series A Preferred Stock buyer in Q4 2024 was Mengis Capital Management, an estimated $133K added.
- The largest Duke Energy Corp Series A Preferred Stock seller in Q4 2024 was Whalerock Point Partners, an estimated $200K sold.
Based on aggregated 13F filings for Q4 2024.