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

Institutional Holders (2015Q4)
Portfolio Summary: 25 Institutional holders with a total value of $13,102,422.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 48,640 3,472,000 26.50%
2 Cohen Capital Management, Inc. 29,991 2,141,000 16.34%
3 WBH ADVISORY INC 11,108 793,000 6.05%
4 Fruth Investment Management 11,026 787,000 6.01%
5 Violich Capital Management, Inc. 10,386 741,000 5.66%
6 MITCHELL MCLEOD PUGH & WILLIAMS INC 8,709 622,000 4.75%
7 GRIMES & Co WEALTH MANAGEMENT, LLC 7,347 525,000 4.01%
8 NAPLES GLOBAL ADVISORS, LLC 6,370 455,000 3.47%
9 MARATHON CAPITAL MANAGEMENT 5,305 378,000 2.88%
10 LBMC INVESTMENT ADVISORS, LLC 5,242 374,000 2.85%
11 NOVARE CAPITAL MANAGEMENT LLC 5,131 366,000 2.79%
12 Kingfisher Capital LLC 5,094 364,000 2.78%
13 Opus Capital Group, LLC 5,024 359,000 2.74%
14 FRONTIER INVESTMENT MGMT CO 4,702 336,000 2.56%
15 ASSET ADVISORS CORP 4,450 318,000 2.43%
16 PRIVATE CAPITAL MANAGEMENT INC 4,200 300,000 2.29%
17 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 225,000 1.72%
18 CACTI ASSET MANAGEMENT LLC 1,666 119,000 0.91%
19 American Research & Management Co. 1,527 109,000 0.83%
20 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,386 99,000 0.76%
21 PRENTISS SMITH & CO INC 1,188 85,000 0.65%
22 Redwood Investments, LLC 1,092 78,000 0.60% SH
23 SONORA INVESTMENT MANAGEMENT, LLC 345 25,000 0.19%
24 SeaBridge Investment Advisors LLC 266 19,000 0.15%
25 West Oak Capital, LLC 174 12,422 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.