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

Institutional Holders (2015Q1)
Portfolio Summary: 26 Institutional holders with a total value of $25,886,917.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 128,289 9,850,000 38.05%
2 Argyle Capital Management, LLC 49,173 3,776,000 14.59%
3 Cohen Capital Management, Inc. 29,791 2,287,000 8.83%
4 Hanson & Doremus Investment Management 29,181 2,241,000 8.66%
5 WBH ADVISORY INC 13,841 1,062,000 4.10%
6 Fruth Investment Management 11,525 884,000 3.41%
7 Violich Capital Management, Inc. 9,118 700,000 2.70%
8 MITCHELL MCLEOD PUGH & WILLIAMS INC 8,709 668,000 2.58%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 7,615 585,000 2.26%
10 Kingfisher Capital LLC 5,972 459,000 1.77%
11 MARATHON CAPITAL MANAGEMENT 5,831 448,000 1.73%
12 ASSET ADVISORS CORP 5,214 400,000 1.55%
13 Opus Capital Group, LLC 4,930 378,000 1.46%
14 LBMC INVESTMENT ADVISORS, LLC 3,914 301,000 1.16%
15 NAPLES GLOBAL ADVISORS, LLC 3,739 287,000 1.11%
16 FRONTIER INVESTMENT MGMT CO 3,672 285,000 1.10%
17 NOVARE CAPITAL MANAGEMENT LLC 3,546 272,000 1.05%
18 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,398 261,000 1.01%
19 Welch Group, LLC 2,553 196,000 0.76%
20 CACTI ASSET MANAGEMENT LLC 1,666 128,000 0.49%
21 American Research & Management Co. 1,527 117,000 0.45%
22 PRENTISS SMITH & CO INC 1,188 91,000 0.35%
23 West Oak Capital, LLC 1,119 85,917 0.33%
24 Redwood Investments, LLC 1,092 84,000 0.32% SH
25 Glassman Wealth Services 271 21,000 0.08%
26 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.