Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073
DUKH
DUKH was delisted on the 6th of October, 2021.
4 hedge funds and large institutions have $8.18M invested in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $7.97M → $8.18M (+$202K)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$78.9K |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.8M | -$78.9K | -3,015 | -1% |
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $199K | – | – | – |
|
|
SPIA
3
Steward Partners Investment Advisory
New York
| $108K | +$107K | +4,072 | New |
|
|
LWA
4
Lenox Wealth Advisors
New York
| $72K | – | – | – |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| – | -$10K | -400 | Closed |
|
DUKH Hedge Fund Activity: Q2 2021 in Review
4 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) for Q2 2021, worth a combined $8.18M — up 2.5% from $7.97M a quarter earlier.
Fund positioning in DUKH was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $107K. The largest seller was Crossmark Global Holdings, cutting an estimated $78.9K.
- 4 institutional investors held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $8.18M of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 stock for Q2 2021, up 2.5% quarter-over-quarter.
- 1 fund opened new Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 positions in Q2 2021 and 1 closed out, a net change of 0 holders.
- The largest Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 buyer in Q2 2021 was Steward Partners Investment Advisory, an estimated $107K added.
- The largest Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 seller in Q2 2021 was Crossmark Global Holdings, an estimated $78.9K sold.
Based on aggregated 13F filings for Q2 2021.