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

Institutional Holders (2014Q4)
Portfolio Summary: 75 Institutional holders with a total value of $245,567,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 334,316 27,929,000 11.37%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 226,975 18,961,000 7.72%
3 BECK MACK & OLIVER LLC 217,965 18,208,000 7.41%
4 MEYER HANDELMAN CO 202,136 16,887,000 6.88%
5 HYMAN CHARLES D 128,131 10,704,000 4.36%
6 QCI ASSET MANAGEMENT INC/NY 124,725 10,420,000 4.24%
7 Azimuth Capital Management LLC 109,783 9,171,000 3.73%
8 Bollard Group LLC 103,137 8,616,000 3.51%
9 ARS Investment Partners, LLC 96,986 8,102,000 3.30%
10 World Asset Management Inc 83,314 6,960,000 2.83%
11 CATAWBA CAPITAL MANAGEMENT /VA 74,988 6,264,000 2.55%
12 Main Street Research LLC 68,466 5,720,000 2.33%
13 Barry Investment Advisors, LLC 66,327 5,541,000 2.26%
14 BAINCO INTERNATIONAL INVESTORS 65,165 5,444,000 2.22%
15 Tufton Capital Management 60,552 5,059,000 2.06%
16 LEE DANNER & BASS INC 59,654 4,984,000 2.03%
17 SVB WEALTH LLC 54,388 4,544,000 1.85%
18 Windsor Financial Group, LLC 49,686 4,151,000 1.69%
19 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 49,250 4,114,000 1.68%
20 KCM INVESTMENT ADVISORS LLC 48,625 4,062,000 1.65%
21 MURPHY CAPITAL MANAGEMENT INC 46,882 3,916,000 1.59%
22 WOODMONT INVESTMENT COUNSEL LLC 42,210 3,526,000 1.44%
23 SCHMIDT P J INVESTMENT MANAGEMENT INC 39,414 3,293,000 1.34%
24 FRANKLIN STREET ADVISORS INC /NC 34,317 2,867,000 1.17%
25 Ipswich Investment Management Co., Inc. 32,889 2,748,000 1.12%
26 ZEKE CAPITAL ADVISORS, LLC 30,803 2,573,000 1.05%
27 First Dallas Securities Inc. 29,051 2,427,000 0.99%
28 Calvert Investment Management, Inc. 28,932 2,417,000 0.98%
29 MATRIX ASSET ADVISORS INC/NY 28,058 2,344,000 0.95%
30 Willingdon Wealth Management 26,127 2,183,000 0.89%
31 Veritable, L.P. 26,101 2,180,000 0.89%
32 Clarkston Capital Partners, LLC 26,000 2,172,000 0.88%
33 PARSONS CAPITAL MANAGEMENT INC/RI 20,902 1,746,000 0.71%
34 Hodges Capital Management Inc. 19,418 1,622,000 0.66%
35 SMITH HAYES Advisers, Inc 18,959 1,584,000 0.65%
36 CrestPoint Capital Management, LLC 17,300 1,445,000 0.59%
37 1834 INVESTMENT ADVISORS CO 17,177 1,435,000 0.58%
38 RONALD BLUE & CO LLC 14,414 1,204,000 0.49%
39 PETTYJOHN, WOOD & WHITE, INC 12,784 1,068,000 0.43%
40 EXCALIBUR MANAGEMENT CORP 12,556 1,049,000 0.43%
41 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 12,532 1,047,000 0.43%
42 ArchPoint Investors 12,366 1,033,000 0.42%
43 Daniel Devine & Co 10,400 869,000 0.35%
44 DEAN INVESTMENT ASSOCIATES, LLC 9,822 821,000 0.33%
45 Birch Hill Investment Advisors LLC 9,787 818,000 0.33%
46 CARRET ASSET MANAGEMENT, LLC 9,344 781,000 0.32%
47 BOSTON RESEARCH & MANAGEMENT INC 9,085 758,000 0.31%
48 CRAWFORD INVESTMENT COUNSEL INC 8,844 739,000 0.30%
49 Geneva Advisors, LLC 8,494 710,000 0.29%
50 Atlas Brown,Inc. 7,055 589,000 0.24%
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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.