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

Institutional Holders (2014Q2)
Portfolio Summary: 22 Institutional holders with a total value of $25,606,463.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 128,112 9,505,000 37.12%
2 Argyle Capital Management, LLC 50,556 3,751,000 14.65%
3 Cohen Capital Management, Inc. 29,791 2,210,000 8.63%
4 Hanson & Doremus Investment Management 29,185 2,165,000 8.45%
5 GUARDIAN INVESTMENT MANAGEMENT 19,000 1,370,000 5.35%
6 WBH ADVISORY INC 15,017 1,114,000 4.35%
7 ASSET ADVISORS CORP 12,743 945,000 3.69%
8 Fruth Investment Management 11,595 829,000 3.24%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 9,056 672,000 2.62%
10 Violich Capital Management, Inc. 8,814 654,000 2.55%
11 Kingfisher Capital LLC 6,279 466,000 1.82%
12 MARATHON CAPITAL MANAGEMENT 6,106 453,000 1.77%
13 Aviance Capital Partners, LLC 5,609 416,000 1.62%
14 Opus Capital Group, LLC 3,737 277,000 1.08%
15 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,215 239,000 0.93%
16 CACTI ASSET MANAGEMENT LLC 1,666 123,000 0.48%
17 American Research & Management Co. 1,527 113,000 0.44%
18 West Oak Capital, LLC 1,435 106,463 0.42%
19 PRENTISS SMITH & CO INC 1,188 88,000 0.34%
20 Redwood Investments, LLC 1,092 81,000 0.32% SH
21 SeaBridge Investment Advisors LLC 266 20,000 0.08%
22 KELLY LAWRENCE W & ASSOCIATES INC/CA 124 9,000 0.04%

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.