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Duke Energy (.48)
Duke Energy (.48). Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 6 Institutional holders with a total value of $5,685,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 41,277 2,940,000 51.72%
2 M&R CAPITAL MANAGEMENT INC 19,546 1,392,000 24.49%
3 WILKINS INVESTMENT COUNSEL INC 9,718 692,000 12.17%
4 KARPAS STRATEGIES, LLC 6,068 432,000 7.60%
5 Jolley Asset Management, LLC 2,665 190,000 3.34%
6 Vigilant Capital Management, LLC 550 39,000 0.69%

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.