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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

1 hedge funds and large institutions have $614 invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.46% less ownership

Funds ownership: 1.46% → 0% (-1.5%)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less capital invested

Capital invested by funds: $6.91M → $614 (-$6.9M)

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
+$624

Top Sellers

Rank Fund Capital Flow
1
BCWM
Bartlett & Co Wealth Management
Ohio
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1
Financial Gravity Asset Management
Texas
$614 +$624 +25 New
BCWM
2
Bartlett & Co Wealth Management
Ohio
– -$3.43M -146,154 Closed

DUKB Hedge Fund Activity: Q1 2024 in Review

1 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q1 2024, worth a combined $614 — down 100% from $6.91M a quarter earlier.

Fund positioning in DUKB was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Financial Gravity Asset Management, opening a new position worth an estimated $624. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $3.43M sold.

  • 1 institutional investor held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q1 2024, down from 2 in Q4 2023.
  • Funds reported $614 of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q1 2024, down 100% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 buyer in Q1 2024 was Financial Gravity Asset Management, an estimated $624 added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2024.