Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / Preferred Share
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
27,719
-
Shares change
-
-19,055
-
Total reported value, excl. options
-
$757,000
-
Value change
-
-$528,903
-
Number of buys
-
1
-
Number of sells
-
-3
-
Price
-
$27.28
Significant Holders of DUKE ENERGY CORP PFD A - Preferred Share (DUKPRA) as of Q4 2021
9 filings reported holding DUKPRA - DUKE ENERGY CORP PFD A - Preferred Share as of Q4 2021.
DUKE ENERGY CORP PFD A - Preferred Share (DUKPRA) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,719 shares
.
Largest 9 shareholders include Mengis Capital Management, Inc. (10,050 shares), Verity Asset Management, Inc. (8,478 shares), Edge Wealth Management LLC (3,875 shares), PNC Financial Services Group, Inc. (1,796 shares), Ancora Advisors, LLC (1,620 shares), Heritage Wealth Advisors (1,000 shares), RESOURCES MANAGEMENT CORP /CT/ /ADV (900 shares), AlphaMark Advisors, LLC (0 shares), and F/M Investments LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.