Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PREFERRED STOCK
-
Total 13F shares
-
1,089,220
-
Share change
-
+65,743
-
Total reported value
-
$30,117,650
-
Price per share
-
$27.67
-
Number of holders
-
9
-
Value change
-
+$1,818,724
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of DUKE ENERGY C 5.75 PFD - PREFERRED STOCK (DUKPRA) as of Q1 2021
As of 31 Mar 2021,
DUKE ENERGY C 5.75 PFD - PREFERRED STOCK (DUKPRA) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,089,220 shares.
The largest 9 holders included
Bramshill Investments, LLC, F/M Investments LLC, Mengis Capital Management, Inc., Verity Asset Management, Inc., Ancora Advisors, LLC, Heritage Wealth Advisors, RESOURCES MANAGEMENT CORP /CT/ /ADV, AlphaMark Advisors, LLC, and The PNC Financial Services Group, Inc..
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.