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

Institutional Holders (2016Q2)
Portfolio Summary: 21 Institutional holders with a total value of $14,635,026.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 48,474 4,159,000 28.42%
2 Cohen Capital Management, Inc. 29,991 2,573,000 17.58%
3 WBH ADVISORY INC 10,862 931,000 6.36%
4 Fruth Investment Management 10,794 926,000 6.33%
5 Violich Capital Management, Inc. 10,686 917,000 6.27%
6 MITCHELL MCLEOD PUGH & WILLIAMS INC 10,559 906,000 6.19%
7 GRIMES & Co WEALTH MANAGEMENT, LLC 7,617 654,000 4.47%
8 NAPLES GLOBAL ADVISORS, LLC 6,464 555,000 3.79%
9 NOVARE CAPITAL MANAGEMENT LLC 5,655 485,000 3.31%
10 LBMC INVESTMENT ADVISORS, LLC 5,595 480,000 3.28%
11 Opus Capital Group, LLC 5,024 431,000 2.94%
12 ASSET ADVISORS CORP 4,450 382,000 2.61%
13 FRONTIER INVESTMENT MGMT CO 4,417 353,000 2.41%
14 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 270,000 1.84%
15 CACTI ASSET MANAGEMENT LLC 1,666 143,000 0.98%
16 American Research & Management Co. 1,453 125,000 0.85%
17 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,386 119,000 0.81%
18 PRENTISS SMITH & CO INC 1,188 102,000 0.70%
19 Redwood Investments, LLC 1,092 94,000 0.64% SH
20 SONORA INVESTMENT MANAGEMENT, LLC 176 15,099 0.10%
21 West Oak Capital, LLC 174 14,927 0.10%

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.