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

Institutional Holders (2015Q2)
Portfolio Summary: 27 Institutional holders with a total value of $22,274,288.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Richard C. Young & CO., LTD. 108,805 7,684,000 34.50%
2 Argyle Capital Management, LLC 49,173 3,473,000 15.59%
3 Cohen Capital Management, Inc. 29,791 2,104,000 9.45%
4 Hanson & Doremus Investment Management 29,306 2,070,000 9.29%
5 Fruth Investment Management 11,525 813,000 3.65%
6 WBH ADVISORY INC 11,253 794,000 3.56%
7 Violich Capital Management, Inc. 10,686 755,000 3.39%
8 MITCHELL MCLEOD PUGH & WILLIAMS INC 8,709 615,000 2.76%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 7,255 512,000 2.30%
10 MARATHON CAPITAL MANAGEMENT 5,725 404,000 1.81%
11 FRONTIER INVESTMENT MGMT CO 5,243 370,000 1.66%
12 Kingfisher Capital LLC 5,190 367,000 1.65%
13 Opus Capital Group, LLC 4,930 348,000 1.56%
14 ASSET ADVISORS CORP 4,884 345,000 1.55%
15 NAPLES GLOBAL ADVISORS, LLC 4,261 301,000 1.35%
16 LBMC INVESTMENT ADVISORS, LLC 3,747 265,000 1.19%
17 NOVARE CAPITAL MANAGEMENT LLC 3,276 231,000 1.04%
18 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 222,000 1.00%
19 Welch Group, LLC 2,553 180,000 0.81%
20 CACTI ASSET MANAGEMENT LLC 1,666 118,000 0.53%
21 American Research & Management Co. 1,527 108,000 0.48%
22 PRENTISS SMITH & CO INC 1,188 84,000 0.38%
23 Redwood Investments, LLC 1,092 77,000 0.35% SH
24 SeaBridge Investment Advisors LLC 266 19,000 0.09%
25 West Oak Capital, LLC 174 12,288 0.06%
26 Karp Capital Management Corp 38 3,000 0.01%
27 BRAUN STACEY ASSOCIATES INC 95,850 0 0.00%

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.