SEC 13F Intelligence

DUKE ENERGY C 5.75 PFDPFD SER A

CUSIP 26441C501

Duke Energy C 5.75 Pfdpfd Ser A has 5 institutional holders in Filings Flow’s 13F database, together reporting 34.9K shares worth $204,003 as of Q1 2026. The largest reported holders are Mathes Company, Inc., Cascades Capital Asset Management, LLC, and Towne Trust Company, N.a.

Institutional Holders
5
Q1 2026
Reported Value
$204,003
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 2Q3 ’19Q2 ’21: 5Q2 ’21Q4 ’21: 5Q4 ’21Q4 ’22: 5Q4 ’22Q4 ’25: 8Q4 ’25Q1 ’26: 5Q1 ’26filingsflow.com
Total reported value
Q2 ’19: $28MQ2 ’19Q3 ’19: $1MQ3 ’19Q2 ’21: $29MQ2 ’21Q4 ’21: $28MQ4 ’21Q4 ’22: $68,380Q4 ’22Q4 ’25: $583,621Q4 ’25Q1 ’26: $204,003Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Cascades Capital Asset Management, LLC$239M AUM0.19%$461,14618.5KQ4 2025OLDER
Towne Trust Company, N.A$311M AUM0.03%$97,4604.0KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.01%$91,0513.7KQ1 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$3,120125Q4 2025OLDER
ORG Partners LLC$568M AUM0.00%$37415Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$44918Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$14,847611Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.