Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders −1
0new positions
1sold out
$24.58avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($601K), Mengis Capital Management, Inc. ($517K) and PNC Financial Services Group, Inc. ($30K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $10K |
All 13F filers, Q4 2024 → Q1 2025: 600 shares bought and 1,044 shares sold, net −444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Mathes Company, Inc. | — | No change | 24,445 | $601K |
| Mengis Capital Management, Inc. | — | Add +2.9% | 21,050 | $517K |
| PNC Financial Services Group, Inc. | — | Reduce -34.2% | 1,239 | $30K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| ORG Partners LLC | — | No change | 15 | $368 |
"% 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.