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DUKE ENERGY CORPORATION HOLDIN
DUKE ENERGY CORPORATION HOLDIN. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 72 Institutional holders with a total value of $224,522,711.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 332,824 24,692,000 11.00%
2 WBI INVESTMENTS, LLC 228,210 16,931,000 7.54%
3 VAUGHAN DAVID INVESTMENTS LLC/IL 225,861 16,757,000 7.46%
4 BECK MACK & OLIVER LLC 223,559 16,585,000 7.39%
5 MEYER HANDELMAN CO 202,136 14,995,000 6.68%
6 HYMAN CHARLES D 123,976 9,198,000 4.10%
7 QCI ASSET MANAGEMENT INC/NY 119,562 8,870,000 3.95%
8 Azimuth Capital Management LLC 104,175 7,729,000 3.44%
9 ARS Investment Partners, LLC 101,373 7,521,000 3.35%
10 World Asset Management Inc 94,921 7,042,000 3.14%
11 Bollard Group LLC 92,165 6,838,000 3.05%
12 CATAWBA CAPITAL MANAGEMENT /VA 75,096 5,571,000 2.48%
13 Aull & Monroe Investment Management Corp 71,031 5,270,000 2.35%
14 BAINCO INTERNATIONAL INVESTORS 64,365 4,775,000 2.13%
15 LEE DANNER & BASS INC 62,795 4,659,000 2.08%
16 Tufton Capital Management 61,241 4,543,000 2.02%
17 Windsor Financial Group, LLC 52,384 3,886,000 1.73%
18 MURPHY CAPITAL MANAGEMENT INC 47,340 3,512,000 1.56%
19 SCHMIDT P J INVESTMENT MANAGEMENT INC 44,466 3,299,000 1.47%
20 Vantage Investment Partners, LLC 43,420 3,221,000 1.43%
21 WOODMONT INVESTMENT COUNSEL LLC 42,771 3,173,000 1.41%
22 KCM INVESTMENT ADVISORS LLC 40,722 3,021,000 1.35%
23 MATRIX ASSET ADVISORS INC/NY 39,667 2,943,000 1.31%
24 Willingdon Wealth Management 33,745 2,504,000 1.12%
25 Ipswich Investment Management Co., Inc. 33,018 2,450,000 1.09%
26 FRANKLIN STREET ADVISORS INC /NC 30,267 2,246,000 1.00%
27 ZEKE CAPITAL ADVISORS, LLC 30,127 2,235,000 1.00%
28 Veritable, L.P. 27,182 2,017,000 0.90%
29 Clarkston Capital Partners, LLC 26,900 1,995,711 0.89%
30 BERKSHIRE ASSET MANAGEMENT LLC/PA 23,945 1,776,000 0.79%
31 PARSONS CAPITAL MANAGEMENT INC/RI 20,988 1,557,000 0.69%
32 1834 INVESTMENT ADVISORS CO 19,598 1,454,000 0.65%
33 SMITH HAYES Advisers, Inc 19,217 1,426,000 0.64%
34 Calvert Investment Management, Inc. 17,966 1,333,000 0.59%
35 CrestPoint Capital Management, LLC 17,200 1,276,000 0.57%
36 RONALD BLUE & CO LLC 16,751 1,242,000 0.55%
37 Ameritas Investment Partners, Inc. 13,825 1,026,000 0.46%
38 PETTYJOHN, WOOD & WHITE, INC 12,979 963,000 0.43%
39 EXCALIBUR MANAGEMENT CORP 12,622 936,000 0.42%
40 ArchPoint Investors 12,366 917,000 0.41%
41 MANAGED ASSET PORTFOLIOS, LLC 11,082 822,000 0.37%
42 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 10,808 802,000 0.36%
43 Birch Hill Investment Advisors LLC 9,821 729,000 0.32%
44 CRAWFORD INVESTMENT COUNSEL INC 9,319 691,000 0.31%
45 CARRET ASSET MANAGEMENT, LLC 9,144 678,000 0.30%
46 TORRAY INVESTMENT PARTNERS LLC 8,800 653,000 0.29%
47 BOSTON RESEARCH & MANAGEMENT INC 8,785 651,000 0.29%
48 Atlas Brown,Inc. 8,378 622,000 0.28%
49 Carnegie Investment Counsel 7,976 592,000 0.26%
50 FARR MILLER & WASHINGTON LLC/DC 6,328 469,000 0.21%
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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.