Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q3 2025 (September 30)9holders +3
3new positions
0sold out
$25.01avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($804K), Mengis Capital Management, Inc. ($514K) and Cascades Capital Asset Management, LLC ($277K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $378K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 15,097 shares bought and 565 shares sold, net +14,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Mathes Company, Inc. | — | No change | 32,145 | $804K |
| Mengis Capital Management, Inc. | — | Reduce -2.4% | 20,550 | $514K |
| Cascades Capital Asset Management, LLC | — | New | 11,075 | $277K |
| Towne Trust Company, N.A | — | New | 4,000 | $100K |
| PNC Financial Services Group, Inc. | — | Reduce -6.9% | 874 | $22K |
| Resources Management Corp. /CT/ | — | No change | 400 | $10K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| Lanark Financial, Inc. | — | New | 22 | $550 |
| ORG Partners LLC | — | No change | 15 | $375 |
"% 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.