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

Institutional Holders (2016Q1)
Portfolio Summary: 27 Institutional holders with a total value of $20,132,552.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 48,640 3,924,000 19.49%
2 BCWM, LLC 41,998 3,388,000 16.83%
3 ADVISORS MANAGEMENT GROUP INC /ADV 29,178 2,354,000 11.69%
4 Cohen Capital Management, Inc. 29,991 2,141,000 10.63%
5 WBH ADVISORY INC 11,075 893,000 4.44%
6 Fruth Investment Management 10,960 884,000 4.39%
7 Violich Capital Management, Inc. 10,461 844,000 4.19%
8 MITCHELL MCLEOD PUGH & WILLIAMS INC 8,709 703,000 3.49%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 7,356 594,000 2.95%
10 NAPLES GLOBAL ADVISORS, LLC 6,289 507,000 2.52%
11 NOVARE CAPITAL MANAGEMENT LLC 5,953 480,000 2.38%
12 MARATHON CAPITAL MANAGEMENT 5,327 430,000 2.14%
13 LBMC INVESTMENT ADVISORS, LLC 5,285 426,000 2.12%
14 FRONTIER INVESTMENT MGMT CO 5,145 412,000 2.05%
15 Kingfisher Capital LLC 5,096 411,000 2.04%
16 Opus Capital Group, LLC 5,024 405,000 2.01%
17 ASSET ADVISORS CORP 4,450 359,000 1.78%
18 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 254,000 1.26%
19 CACTI ASSET MANAGEMENT LLC 1,666 134,000 0.67%
20 Welch Group, LLC 1,542 124,000 0.62%
21 American Research & Management Co. 1,527 123,000 0.61%
22 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,386 112,000 0.56%
23 PRENTISS SMITH & CO INC 1,188 96,000 0.48%
24 Redwood Investments, LLC 1,092 88,000 0.44% SH
25 SeaBridge Investment Advisors LLC 266 21,000 0.10%
26 West Oak Capital, LLC 174 14,038 0.07%
27 SONORA INVESTMENT MANAGEMENT, LLC 150 11,514 0.06%

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.