DOSSIER · 13F Holders · Q2 2026
DUK 5.75 PERP A

Duke Energy Corp 5.75 Pfd

8 institutions still hold Duke Energy Corp 5.75 Pfd as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26441C501·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
8
filers reporting
Concentration
66.02%
Moran Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported DUK 5.75 PERP A in Q2 2026. Moran Wealth Management, LLC leads at 66.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Moran Wealth Management, LLC
CIK 0001965334
$3M107K0.07%Q2 2026
02
Mathes Company, Inc.
CIK 0001389223
$635K26K0.23%Q1 2026
03
Mengis Capital Management, Inc.
CIK 0001609674
$481K20K0.07%Q2 2026
04
OLD POINT TRUST & FINANCIAL SERVICES N A
CIK 0001102256
$128K5K0.04%Q2 2026
05
Golden State Equity Partners
CIK 0001845003
$91K4K0.01%Q1 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$18K7220.00%Q4 2025
07
First Command Advisory Services, Inc.
CIK 0001727336
$3K1280.00%Q2 2026
08
ORG Partners LLC
CIK 0001979372
$374150.00%Q4 2025