Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q2 2026 (June 30)6holders
2new positions
2sold out
$24.56avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Moran Wealth Management, LLC ($2.6M), Mathes Company, Inc. ($642K) and Mengis Capital Management, Inc. ($481K).
- Company
- Duke Energy Corp. (duk 5.75 Perp A)
- Filed as
- DUK 5 3/4 PERP (Q2 2026)
- CUSIP
- 26441C501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.6M |
| Exits | 2 | $101K |
All 13F filers, Q1 2026 → Q2 2026: 108,643 shares bought and 4,659 shares sold, net +103,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Moran Wealth Management, LLC | — | New | 107,315 | $2.6M |
| Mathes Company, Inc. | — | No change | 26,145 | $642K |
| Mengis Capital Management, Inc. | — | Reduce -2.5% | 19,590 | $481K |
| Towne Trust Company, N.A | — | Add +30.0% | 5,200 | $128K |
| PNC Financial Services Group, Inc. | — | Reduce -2.0% | 599 | $15K |
| First Command Advisory Services, Inc. | — | New | 128 | $3K |
"% of holder's portfolio" is DUKE ENERGY CORP (DUK 5.75 PERP A)'s weight in each manager's 13F, not the share of Duke Energy Corp. (duk 5.75 Perp A) the manager owns.