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

Institutional Holders (2015Q2)
Portfolio Summary: 62 Institutional holders with a total value of $190,609,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 330,324 23,328,000 12.24%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 229,950 16,239,000 8.52%
3 BECK MACK & OLIVER LLC 221,153 15,617,000 8.19%
4 MEYER HANDELMAN CO 204,836 14,465,000 7.59%
5 QCI ASSET MANAGEMENT INC/NY 132,321 9,344,000 4.90%
6 HYMAN CHARLES D 127,003 8,969,000 4.71%
7 Colonial Trust Advisors 122,878 8,678,000 4.55%
8 Bollard Group LLC 118,010 8,334,000 4.37%
9 ARS Investment Partners, LLC 88,641 6,260,000 3.28%
10 Azimuth Capital Management LLC 77,457 5,470,000 2.87%
11 CATAWBA CAPITAL MANAGEMENT /VA 73,631 5,200,000 2.73%
12 World Asset Management Inc 73,341 5,179,000 2.72%
13 BAINCO INTERNATIONAL INVESTORS 69,615 4,916,000 2.58%
14 Barry Investment Advisors, LLC 65,051 4,594,000 2.41%
15 Tufton Capital Management 60,267 4,256,000 2.23%
16 LEE DANNER & BASS INC 59,005 4,167,000 2.19%
17 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 50,789 3,587,000 1.88%
18 FRANKLIN STREET ADVISORS INC /NC 40,188 2,838,000 1.49%
19 MURPHY CAPITAL MANAGEMENT INC 36,190 2,555,000 1.34%
20 Main Street Research LLC 33,930 2,396,000 1.26%
21 MATRIX ASSET ADVISORS INC/NY 33,818 2,388,000 1.25%
22 Ipswich Investment Management Co., Inc. 30,714 2,170,000 1.14%
23 ZEKE CAPITAL ADVISORS, LLC 29,579 2,089,000 1.10%
24 SCHMIDT P J INVESTMENT MANAGEMENT INC 28,900 2,041,000 1.07%
25 Veritable, L.P. 24,247 1,712,000 0.90%
26 Clarkston Capital Partners, LLC 23,000 1,624,000 0.85%
27 First Dallas Securities Inc. 22,901 1,617,000 0.85%
28 Willingdon Wealth Management 20,864 1,476,000 0.77%
29 1834 INVESTMENT ADVISORS CO 17,918 1,265,000 0.66%
30 Hodges Capital Management Inc. 16,555 1,169,000 0.61%
31 Daniel Devine & Co 16,300 1,151,000 0.60%
32 Convergence Investment Partners, LLC 15,566 1,099,000 0.58%
33 Crosspoint Capital Strategies, LLC 15,340 1,083,000 0.57%
34 InterOcean Capital, LLC 14,685 1,037,000 0.54%
35 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 14,261 1,007,000 0.53%
36 RONALD BLUE & CO LLC 12,465 881,000 0.46%
37 CrestPoint Capital Management, LLC 12,400 876,000 0.46%
38 PETTYJOHN, WOOD & WHITE, INC 11,985 846,000 0.44%
39 KCM INVESTMENT ADVISORS LLC 10,669 753,000 0.40%
40 Birch Hill Investment Advisors LLC 9,721 686,000 0.36%
41 CARRET ASSET MANAGEMENT, LLC 9,405 664,000 0.35%
42 BOSTON RESEARCH & MANAGEMENT INC 9,085 641,000 0.34%
43 Geneva Advisors, LLC 8,361 590,000 0.31%
44 CRAWFORD INVESTMENT COUNSEL INC 8,006 565,000 0.30%
45 Laird Norton Wetherby Wealth Management, LLC 6,966 492,000 0.26%
46 ROANOKE ASSET MANAGEMENT CORP/ NY 6,495 459,000 0.24%
47 FARR MILLER & WASHINGTON LLC/DC 5,595 395,000 0.21%
48 EADS & HEALD WEALTH MANAGEMENT 5,196 367,000 0.19%
49 HALL CAPITAL MANAGEMENT CO INC 4,958 350,000 0.18%
50 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,746 335,000 0.18%
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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.