Dark
Light
System
Security
Duke Energy Corp New
Duke Energy Corp New. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 19 Institutional holders with a total value of $16,683,914.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Argyle Capital Management, LLC 46,354 3,598,000 21.57%
2 NOVARE CAPITAL MANAGEMENT LLC 42,955 3,334,000 19.98%
3 Cohen Capital Management, Inc. 30,041 2,332,000 13.98%
4 CULLINAN ASSOCIATES INC 14,993 1,164,000 6.98%
5 Violich Capital Management, Inc. 11,117 864,000 5.18%
6 Fruth Investment Management 11,048 857,000 5.14%
7 MITCHELL MCLEOD PUGH & WILLIAMS INC 10,366 805,000 4.83%
8 WBH ADVISORY INC 10,099 783,000 4.69%
9 American Research & Management Co. 8,932 693,000 4.15%
10 GRIMES & Co WEALTH MANAGEMENT, LLC 7,603 590,000 3.54%
11 ASSET ADVISORS CORP 5,499 427,000 2.56%
12 Opus Capital Group, LLC 4,366 339,000 2.03%
13 FRONTIER INVESTMENT MGMT CO 3,611 267,000 1.60%
14 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,148 244,000 1.46%
15 CACTI ASSET MANAGEMENT LLC 1,666 129,000 0.77%
16 PRENTISS SMITH & CO INC 1,288 100,000 0.60%
17 ARMBRUSTER CAPITAL MANAGEMENT, INC. 1,275 99,000 0.59%
18 SONORA INVESTMENT MANAGEMENT, LLC 585 45,408 0.27%
19 West Oak Capital, LLC 174 13,506 0.08%

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.