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

Institutional Holders (2014Q3)
Portfolio Summary: 21 Institutional holders with a total value of $24,089,295.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 128,727 9,625,000 39.96% SH
2 Argyle Capital Management, LLC 50,556 3,780,000 15.69%
3 Cohen Capital Management, Inc. 29,791 2,227,000 9.24%
4 Hanson & Doremus Investment Management 28,915 2,162,000 8.97%
5 WBH ADVISORY INC 14,662 1,096,000 4.55%
6 Fruth Investment Management 11,595 866,000 3.59%
7 GRIMES & Co WEALTH MANAGEMENT, LLC 8,919 667,000 2.77%
8 Violich Capital Management, Inc. 8,914 667,000 2.77%
9 ASSET ADVISORS CORP 7,447 557,000 2.31%
10 Kingfisher Capital LLC 6,756 505,000 2.10%
11 MARATHON CAPITAL MANAGEMENT 6,023 450,000 1.87%
12 LBMC INVESTMENT ADVISORS, LLC 3,914 293,000 1.22%
13 Opus Capital Group, LLC 3,822 286,000 1.19%
14 NOVARE CAPITAL MANAGEMENT LLC 3,546 265,000 1.10%
15 CACTI ASSET MANAGEMENT LLC 1,666 125,000 0.52%
16 American Research & Management Co. 1,527 114,000 0.47%
17 West Oak Capital, LLC 1,435 107,295 0.45%
18 Welch Group, LLC 1,418 106,000 0.44%
19 PRENTISS SMITH & CO INC 1,188 89,000 0.37%
20 Redwood Investments, LLC 1,092 82,000 0.34% SH
21 SeaBridge Investment Advisors LLC 266 20,000 0.08%

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.