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Duke Energy Corp New
Duke Energy Corp New. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 26 Institutional holders with a total value of $26,915,533.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 125,507 8,939,000 33.21%
2 Argyle Capital Management, LLC 50,556 3,601,000 13.38%
3 Buffington Mohr McNeal 37,380 2,662,000 9.89%
4 Cohen Capital Management, Inc. 29,791 2,122,000 7.88%
5 Hanson & Doremus Investment Management 29,307 2,087,000 7.75%
6 WBH ADVISORY INC 15,216 1,083,000 4.02%
7 ASSET ADVISORS CORP 14,209 1,012,000 3.76%
8 Fruth Investment Management 11,811 855,000 3.18%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 9,008 642,000 2.39%
10 Violich Capital Management, Inc. 7,930 565,000 2.10%
11 MARATHON CAPITAL MANAGEMENT 6,505 463,000 1.72%
12 Kingfisher Capital LLC 6,135 437,000 1.62%
13 NOVARE CAPITAL MANAGEMENT LLC 5,382 383,000 1.42%
14 Aviance Capital Partners, LLC 5,242 373,332 1.39%
15 Opus Capital Group, LLC 3,754 267,000 0.99%
16 NAPLES GLOBAL ADVISORS, LLC 3,441 245,000 0.91%
17 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,215 229,000 0.85%
18 Parametric Risk Advisors LLC 3,134 223,000 0.83%
19 Baldwin Investment Management, LLC 2,889 206,000 0.77% SH
20 CACTI ASSET MANAGEMENT LLC 1,666 119,000 0.44%
21 American Research & Management Co. 1,527 109,000 0.40%
22 West Oak Capital, LLC 1,435 102,201 0.38%
23 PRENTISS SMITH & CO INC 1,188 85,000 0.32%
24 Redwood Investments, LLC 1,092 78,000 0.29% SH
25 SeaBridge Investment Advisors LLC 266 19,000 0.07%
26 KELLY LAWRENCE W & ASSOCIATES INC/CA 124 9,000 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.