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

Institutional Holders (2015Q3)
Portfolio Summary: 24 Institutional holders with a total value of $13,408,518.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 48,573 3,494,000 26.06%
2 Cohen Capital Management, Inc. 29,791 2,143,000 15.98%
3 Fruth Investment Management 11,392 819,000 6.11%
4 WBH ADVISORY INC 11,205 806,000 6.01%
5 Violich Capital Management, Inc. 10,786 776,000 5.79%
6 Richard C. Young & CO., LTD. 9,218 663,000 4.94%
7 MITCHELL MCLEOD PUGH & WILLIAMS INC 9,144 658,000 4.91%
8 GRIMES & Co WEALTH MANAGEMENT, LLC 7,255 522,000 3.89%
9 MARATHON CAPITAL MANAGEMENT 5,393 388,000 2.89%
10 FRONTIER INVESTMENT MGMT CO 6,363 386,000 2.88%
11 Kingfisher Capital LLC 5,276 380,000 2.83%
12 LBMC INVESTMENT ADVISORS, LLC 5,193 374,000 2.79%
13 Opus Capital Group, LLC 4,930 355,000 2.65%
14 NAPLES GLOBAL ADVISORS, LLC 4,861 350,000 2.61%
15 ASSET ADVISORS CORP 4,655 335,000 2.50%
16 NOVARE CAPITAL MANAGEMENT LLC 3,672 264,000 1.97%
17 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 226,000 1.69%
18 CACTI ASSET MANAGEMENT LLC 1,666 120,000 0.89%
19 American Research & Management Co. 1,527 110,000 0.82%
20 PRENTISS SMITH & CO INC 1,188 85,000 0.63%
21 Redwood Investments, LLC 1,092 79,000 0.59% SH
22 SONORA INVESTMENT MANAGEMENT, LLC 649 44,000 0.33%
23 SeaBridge Investment Advisors LLC 266 19,000 0.14%
24 West Oak Capital, LLC 174 12,518 0.09%

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.