13FBOX
Duke Energy Preferred C · 13F Institutional Holdings
Options Calculator Rankings
D

Duke Energy Preferred C

Institutions
7
Combined AUM (Q2 2026)
$3.9M
Combined Shares (Q2 2026)
158,992
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+128,233
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4,144
3 · 1 Exit · ≈
⚖️ Net
+124,089
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.9M
Institutions
7
New Buys
3
Adds
1
Reduces
2
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Moran Wealth Management, LLC
0.07%#3$2.6M107,315$00+107,315New Buy
Mathes Company, Inc.
0.2%0.23%#1$642,12126,145$635,00026,14500.00%Unchanged
Mengis Capital Management, Inc.
0.07%#2$481,13019,590$00+19,590New Buy
Towne Trust Company, N.A
0.04%0.03%#4$127,7385,200$97,4604,000+1,200+30.00%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#7$14,711599$14,847611-12-1.96%Reduce
First Command Advisory Services, Inc.
<0.01%#6$3,144128$00+128New Buy
Ascentis Independent Advisors
<0.01%0.01%#5$36415$91,0513,747-3,732-99.60%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow