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

Institutional Holders (2014Q2)
Portfolio Summary: 6 Institutional holders with a total value of $5,395,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 41,888 3,108,000 57.61%
2 M&R CAPITAL MANAGEMENT INC 14,864 1,103,000 20.44%
3 WILKINS INVESTMENT COUNSEL INC 9,196 682,000 12.64%
4 NOVARE CAPITAL MANAGEMENT LLC 3,546 263,000 4.87%
5 Jolley Asset Management, LLC 2,665 198,000 3.67%
6 Vigilant Capital Management, LLC 550 41,000 0.76%

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.