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

Institutional Holders (2014Q3)
Portfolio Summary: 4 Institutional holders with a total value of $4,850,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 40,649 3,039,000 62.66%
2 M&R CAPITAL MANAGEMENT INC 14,475 1,082,000 22.31%
3 WILKINS INVESTMENT COUNSEL INC 9,196 688,000 14.19%
4 Vigilant Capital Management, LLC 550 41,000 0.85%

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.