Duke Energy Corp. (duk 5.75 Perp A)Preferred / convertible
13F holders, Q4 2025 (December 31)9holders
0new positions
0sold out
$24.97avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Duke Energy Corp. (duk 5.75 Perp A) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($653K), Mengis Capital Management, Inc. ($503K) and Cascades Capital Asset Management, LLC ($461K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 7,393 shares bought and 6,566 shares sold, net +827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Mathes Company, Inc. | — | Reduce -18.7% | 26,145 | $653K |
| Mengis Capital Management, Inc. | — | Reduce -2.0% | 20,140 | $503K |
| Cascades Capital Asset Management, LLC | — | Add +66.8% | 18,468 | $461K |
| Towne Trust Company, N.A | — | No change | 4,000 | $100K |
| PNC Financial Services Group, Inc. | — | Reduce -17.4% | 722 | $18K |
| Resources Management Corp. /CT/ | — | No change | 400 | $10K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| Lanark Financial, Inc. | — | Reduce -18.2% | 18 | $449 |
| ORG Partners LLC | — | No change | 15 | $374 |
"% 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.