Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / PREFERRED STOCK
-
Total 13F shares
-
50,069
-
Share change
-
+12,472
-
Total reported value
-
$1,251,851
-
Price per share
-
$25.01
-
Number of holders
-
7
-
Value change
-
+$311,925
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of DUKE ENERGY C 5.75 PFD - PREFERRED STOCK (DUKPRA) as of Q3 2024
As of 30 Sep 2024,
DUKE ENERGY C 5.75 PFD - PREFERRED STOCK (DUKPRA) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
50,069 shares.
The largest 7 holders included
Mathes Company, Inc., Mengis Capital Management, Inc., WHALEROCK POINT PARTNERS, LLC, PNC Financial Services Group, Inc., RESOURCES MANAGEMENT CORP /CT/ /ADV, BOYD WATTERSON ASSET MANAGEMENT LLC/OH, and ORG Partners LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q3 2024 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.