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

Institutional Holders (2015Q1)
Portfolio Summary: 72 Institutional holders with a total value of $221,840,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 335,416 25,753,000 11.61%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 227,422 17,461,000 7.87%
3 BECK MACK & OLIVER LLC 220,003 16,892,000 7.61%
4 MEYER HANDELMAN CO 202,136 15,520,000 7.00%
5 HYMAN CHARLES D 127,717 9,806,000 4.42%
6 QCI ASSET MANAGEMENT INC/NY 127,175 9,764,000 4.40%
7 Colonial Trust Advisors 125,430 9,631,000 4.34%
8 Bollard Group LLC 113,768 8,735,000 3.94%
9 ARS Investment Partners, LLC 93,667 7,192,000 3.24%
10 World Asset Management Inc 83,050 6,377,000 2.87%
11 Azimuth Capital Management LLC 78,708 6,043,000 2.72%
12 CATAWBA CAPITAL MANAGEMENT /VA 74,422 5,714,000 2.58%
13 BAINCO INTERNATIONAL INVESTORS 69,715 5,353,000 2.41%
14 Barry Investment Advisors, LLC 67,840 5,209,000 2.35%
15 Tufton Capital Management 60,586 4,652,000 2.10%
16 LEE DANNER & BASS INC 59,055 4,534,000 2.04%
17 Windsor Financial Group, LLC 50,539 3,880,000 1.75%
18 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 50,469 3,875,000 1.75%
19 WOODMONT INVESTMENT COUNSEL LLC 47,284 3,630,000 1.64%
20 MURPHY CAPITAL MANAGEMENT INC 46,300 3,554,000 1.60%
21 FRANKLIN STREET ADVISORS INC /NC 40,709 3,126,000 1.41%
22 SCHMIDT P J INVESTMENT MANAGEMENT INC 37,885 2,909,000 1.31%
23 Main Street Research LLC 34,275 2,632,000 1.19%
24 Ipswich Investment Management Co., Inc. 31,606 2,426,000 1.09%
25 ZEKE CAPITAL ADVISORS, LLC 30,815 2,366,000 1.07%
26 MATRIX ASSET ADVISORS INC/NY 29,108 2,235,000 1.01%
27 Calvert Investment Management, Inc. 28,932 2,221,000 1.00%
28 Veritable, L.P. 26,229 2,014,000 0.91%
29 First Dallas Securities Inc. 26,131 2,007,000 0.90%
30 Willingdon Wealth Management 23,341 1,792,000 0.81%
31 Clarkston Capital Partners, LLC 23,000 1,766,000 0.80%
32 SMITH HAYES Advisers, Inc 18,313 1,406,000 0.63%
33 1834 INVESTMENT ADVISORS CO 17,678 1,357,000 0.61%
34 Hodges Capital Management Inc. 16,367 1,257,000 0.57%
35 Daniel Devine & Co 16,300 1,252,000 0.56%
36 Convergence Investment Partners, LLC 15,074 1,157,000 0.52%
37 RONALD BLUE & CO LLC 13,796 1,059,000 0.48%
38 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 12,862 988,000 0.45%
39 PETTYJOHN, WOOD & WHITE, INC 12,602 968,000 0.44%
40 CrestPoint Capital Management, LLC 12,600 967,000 0.44%
41 KCM INVESTMENT ADVISORS LLC 10,656 818,000 0.37%
42 Birch Hill Investment Advisors LLC 9,787 751,000 0.34%
43 CARRET ASSET MANAGEMENT, LLC 9,447 725,000 0.33%
44 CRAWFORD INVESTMENT COUNSEL INC 9,449 725,000 0.33%
45 BOSTON RESEARCH & MANAGEMENT INC 9,085 697,000 0.31%
46 Crosspoint Capital Strategies, LLC 8,395 645,000 0.29%
47 Geneva Advisors, LLC 8,275 635,000 0.29%
48 Atlas Brown,Inc. 7,055 542,000 0.24%
49 ROANOKE ASSET MANAGEMENT CORP/ NY 6,395 491,000 0.22%
50 FARR MILLER & WASHINGTON LLC/DC 6,341 487,000 0.22%
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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.