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

Institutional Holders (2014Q4)
Portfolio Summary: 24 Institutional holders with a total value of $27,792,189.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 128,223 10,712,000 38.54% SH
2 Argyle Capital Management, LLC 50,556 4,223,000 15.19%
3 Cohen Capital Management, Inc. 29,791 2,489,000 8.96%
4 Hanson & Doremus Investment Management 29,555 2,469,000 8.88%
5 WBH ADVISORY INC 13,866 1,158,000 4.17%
6 Fruth Investment Management 11,525 962,000 3.46%
7 Violich Capital Management, Inc. 9,118 762,000 2.74%
8 MITCHELL MCLEOD PUGH & WILLIAMS INC 8,652 723,000 2.60%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 7,255 606,000 2.18%
10 ASSET ADVISORS CORP 7,047 589,000 2.12%
11 MARATHON CAPITAL MANAGEMENT 5,990 500,000 1.80%
12 Kingfisher Capital LLC 5,974 499,000 1.80%
13 LBMC INVESTMENT ADVISORS, LLC 3,914 327,000 1.18%
14 Opus Capital Group, LLC 3,822 319,000 1.15%
15 FRONTIER INVESTMENT MGMT CO 3,697 306,000 1.10%
16 NOVARE CAPITAL MANAGEMENT LLC 3,546 296,000 1.07%
17 Welch Group, LLC 2,683 224,000 0.81%
18 CACTI ASSET MANAGEMENT LLC 1,666 139,000 0.50%
19 American Research & Management Co. 1,527 128,000 0.46%
20 PRENTISS SMITH & CO INC 1,371 115,000 0.41%
21 West Oak Capital, LLC 1,319 110,189 0.40%
22 Redwood Investments, LLC 1,092 91,000 0.33% SH
23 Glassman Wealth Services 271 23,000 0.08%
24 SeaBridge Investment Advisors LLC 266 22,000 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.