Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q4 2024 (December 31)6holders −1
0new positions
1sold out
$24.39avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($596K), Mengis Capital Management, Inc. ($499K) and PNC Financial Services Group, Inc. ($46K).
- Company
- Duke Energy Corp. (duk 5.75 Perp A)
- CUSIP
- 26441C501
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $200K |
All 13F filers, Q3 2024 → Q4 2024: 5,300 shares bought and 8,051 shares sold, net −2,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mathes Company, Inc. | — | No change | 24,445 | $596K |
| Mengis Capital Management, Inc. | — | Add +35.0% | 20,450 | $499K |
| PNC Financial Services Group, Inc. | — | Reduce -2.6% | 1,883 | $46K |
| Resources Management Corp. /CT/ | — | No change | 400 | $10K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| ORG Partners LLC | — | No change | 15 | $365 |
"% 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.