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

Institutional Holders (2014Q4)
Portfolio Summary: 5 Institutional holders with a total value of $5,304,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 40,014 3,343,000 63.03%
2 M&R CAPITAL MANAGEMENT INC 13,700 1,144,000 21.57%
3 WILKINS INVESTMENT COUNSEL INC 9,196 768,000 14.48%
4 Vigilant Capital Management, LLC 550 46,000 0.87%
5 Karp Capital Management Corp 37 3,000 0.06%

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.