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

Institutional Holders (2016Q3)
Portfolio Summary: 23 Institutional holders with a total value of $19,423,750.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 47,475 3,800,000 19.56%
2 FRONTIER INVESTMENT MGMT CO 3,621 2,898,000 14.92%
3 Cohen Capital Management, Inc. 30,441 2,436,000 12.54%
4 CULLINAN ASSOCIATES INC 20,600 1,649,000 8.49%
5 NOVARE CAPITAL MANAGEMENT LLC 17,477 1,399,000 7.20%
6 Fruth Investment Management 11,247 900,000 4.63%
7 Violich Capital Management, Inc. 10,686 855,000 4.40%
8 MITCHELL MCLEOD PUGH & WILLIAMS INC 10,563 845,000 4.35%
9 WBH ADVISORY INC 10,441 835,000 4.30%
10 American Research & Management Co. 8,932 715,000 3.68%
11 GRIMES & Co WEALTH MANAGEMENT, LLC 7,494 600,000 3.09%
12 NAPLES GLOBAL ADVISORS, LLC 6,464 517,000 2.66%
13 LBMC INVESTMENT ADVISORS, LLC 5,641 452,000 2.33%
14 ASSET ADVISORS CORP 5,233 419,000 2.16%
15 Opus Capital Group, LLC 5,024 402,000 2.07%
16 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 252,000 1.30%
17 CACTI ASSET MANAGEMENT LLC 1,666 133,000 0.68%
18 PRENTISS SMITH & CO INC 1,288 103,000 0.53%
19 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,275 102,000 0.53%
20 SONORA INVESTMENT MANAGEMENT, LLC 585 46,823 0.24%
21 PEDDOCK CAPITAL ADVISORS, LLC 330 26,000 0.13%
22 Redwood Investments, LLC 312 25,000 0.13% SH
23 West Oak Capital, LLC 174 13,927 0.07%

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.