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

Institutional Holders (2017Q1)
Portfolio Summary: 18 Institutional holders with a total value of $19,748,195.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 West Oak Capital, LLC 149 12,219 0.06%
2 SONORA INVESTMENT MANAGEMENT, LLC 585 47,976 0.24%
3 ARMBRUSTER CAPITAL MANAGEMENT, INC. 987 81,000 0.41%
4 PRENTISS SMITH & CO INC 1,288 106,000 0.54%
5 CACTI ASSET MANAGEMENT LLC 1,666 137,000 0.69%
6 ASSET ADVISORS CORP 3,717 305,000 1.54%
7 FRONTIER INVESTMENT MGMT CO 5,268 358,000 1.81%
8 Opus Capital Group, LLC 4,366 358,000 1.81%
9 GRIMES & Co WEALTH MANAGEMENT, LLC 7,613 624,000 3.16%
10 American Research & Management Co. 8,932 733,000 3.71%
11 Fruth Investment Management 9,938 815,000 4.13%
12 WBH ADVISORY INC 10,015 821,000 4.16%
13 MITCHELL MCLEOD PUGH & WILLIAMS INC 10,704 878,000 4.45%
14 Violich Capital Management, Inc. 11,117 912,000 4.62%
15 Cohen Capital Management, Inc. 30,041 2,464,000 12.48%
16 NOVARE CAPITAL MANAGEMENT LLC 36,745 3,013,000 15.26%
17 Argyle Capital Management, LLC 46,354 3,801,000 19.25%
18 CULLINAN ASSOCIATES INC 52,213 4,282,000 21.68%

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.