Institutional Ownership
Duke Energy C 5.75 Pfd Pfd Ser
CUSIP 26441C501PFDDUK.5.75.PERP.AQ1 2026
Institutional Holders
6
13F filers
Shares Held
55.0K
Aggregate institutional
Institutional Value
$692.2K
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased2
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 20.1K | $488.2K | −50 | Reduced |
| 2 | Towne Trust Company, N.A | 4.0K | $97.5K | 0 | Held |
| 3 | Ascentis Independent Advisors | 3.7K | $91.1K | +3.7K | New |
| 4 | Pnc Financial Services Group, Inc. | 611 | $14.8K | −111 | Reduced |
| 5 | Mathes Company, Inc. | 26.1K | $635 | 0 | Held |
| 6 | Resources Management Corp /Ct/ /Adv | 400 | $10 | 0 | Held |