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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

2 hedge funds and large institutions have $6.91M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 1.46% → 1.46% (+0%)

1% less capital invested

Capital invested by funds: $7M → $6.91M (-$99K)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
+$9.78K
2
BCWM
Bartlett & Co Wealth Management
Ohio
+$9.78K

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$192
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$3.47M +$9.78K +419 +0.3%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$3.43M +$9.78K +419 +0.3%
OP
3
ORG Partners
Indiana
– -$192 -8 Closed

DUKB Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q4 2023, worth a combined $6.91M — down 1.4% from $7M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of DUKB and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Bartlett & Co, adding an estimated $9.78K. The largest seller was ORG Partners, exiting entirely with an estimated $192 sold.

  • 2 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q4 2023, down from 3 in Q3 2023.
  • Funds reported $6.91M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q4 2023, down 1.4% quarter-over-quarter.
  • 0 funds opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q4 2023 and 1 closed out, a net change of -1 holder.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 buyer in Q4 2023 was Bartlett & Co, an estimated $9.78K added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q4 2023 was ORG Partners, an estimated $192 sold.

Based on aggregated 13F filings for Q4 2023.