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

Institutional Holders (2015Q1)
Portfolio Summary: 5 Institutional holders with a total value of $4,867,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 39,906 3,064,000 62.95%
2 M&R CAPITAL MANAGEMENT INC 13,700 1,052,000 21.61%
3 WILKINS INVESTMENT COUNSEL INC 9,196 706,000 14.51%
4 Vigilant Capital Management, LLC 550 42,000 0.86%
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.