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

Institutional Holders (2015Q2)
Portfolio Summary: 4 Institutional holders with a total value of $4,228,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARSHWINDS ADVISORY CO 37,334 2,637,000 62.37%
2 M&R CAPITAL MANAGEMENT INC 14,060 993,000 23.49%
3 WILKINS INVESTMENT COUNSEL INC 8,096 572,000 13.53%
4 Vigilant Capital Management, LLC 375 26,000 0.61%

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.