Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q2 2025 (June 30)6holders +1
1new positions
0sold out
$24.33avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($782K), Mengis Capital Management, Inc. ($512K) and PNC Financial Services Group, Inc. ($23K).
- 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 8,100 shares bought and 300 shares sold, net +7,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mathes Company, Inc. | — | Add +31.5% | 32,145 | $782K |
| Mengis Capital Management, Inc. | — | No change | 21,050 | $512K |
| PNC Financial Services Group, Inc. | — | Reduce -24.2% | 939 | $23K |
| Resources Management Corp. /CT/ | — | New | 400 | $10K |
| 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.