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

Institutional Holders (2016Q2)
Portfolio Summary: 66 Institutional holders with a total value of $214,202,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 358,249 30,734,000 14.35%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 240,092 20,597,000 9.62%
3 BECK MACK & OLIVER LLC 214,497 18,402,000 8.59%
4 MEYER HANDELMAN CO 205,036 17,589,000 8.21%
5 QCI ASSET MANAGEMENT INC/NY 162,868 13,972,000 6.52%
6 HYMAN CHARLES D 129,584 11,117,000 5.19%
7 Bollard Group LLC 123,058 10,557,000 4.93%
8 Colonial Trust Advisors 116,996 10,037,000 4.69%
9 ARS Investment Partners, LLC 82,389 7,068,000 3.30%
10 CATAWBA CAPITAL MANAGEMENT /VA 77,620 6,659,000 3.11%
11 Azimuth Capital Management LLC 71,431 6,128,000 2.86%
12 World Asset Management Inc 70,127 6,016,000 2.81%
13 LEE DANNER & BASS INC 58,859 5,050,000 2.36%
14 Barry Investment Advisors, LLC 55,579 4,768,000 2.23%
15 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 48,887 4,194,000 1.96%
16 SCHMIDT P J INVESTMENT MANAGEMENT INC 41,909 3,595,000 1.68%
17 FRANKLIN STREET ADVISORS INC /NC 36,217 3,107,000 1.45%
18 MURPHY CAPITAL MANAGEMENT INC 30,215 2,592,000 1.21%
19 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 29,465 2,528,000 1.18%
20 Veritable, L.P. 25,073 2,151,000 1.00%
21 Willingdon Wealth Management 24,848 2,132,000 1.00%
22 Clarkston Capital Partners, LLC 21,000 1,802,000 0.84%
23 First Dallas Securities Inc. 20,444 1,754,000 0.82%
24 Evercore Wealth Management, LLC 17,869 1,533,000 0.72%
25 1834 INVESTMENT ADVISORS CO 17,629 1,512,000 0.71%
26 Douglass Winthrop Advisors, LLC 15,292 1,312,000 0.61%
27 InterOcean Capital, LLC 14,942 1,282,000 0.60%
28 PETTYJOHN, WOOD & WHITE, INC 14,889 1,277,000 0.60%
29 TORRAY INVESTMENT PARTNERS LLC 13,016 1,117,000 0.52%
30 DT Investment Partners, LLC 10,289 882,000 0.41%
31 CARRET ASSET MANAGEMENT, LLC 9,805 841,000 0.39%
32 Birch Hill Investment Advisors LLC 9,721 834,000 0.39%
33 Hodges Capital Management Inc. 9,704 832,000 0.39%
34 KCM INVESTMENT ADVISORS LLC 9,486 814,000 0.38%
35 BOSTON RESEARCH & MANAGEMENT INC 8,247 707,000 0.33%
36 EADS & HEALD WEALTH MANAGEMENT 7,770 667,000 0.31%
37 Laird Norton Wetherby Wealth Management, LLC 7,074 607,000 0.28%
38 PRINCETON CAPITAL MANAGEMENT INC 6,572 564,000 0.26%
39 FARR MILLER & WASHINGTON LLC/DC 5,474 470,000 0.22%
40 RONALD BLUE & CO LLC 4,905 420,000 0.20%
41 Reynders McVeigh Capital Management, LLC 4,628 397,000 0.19%
42 CRAWFORD INVESTMENT COUNSEL INC 4,397 377,000 0.18%
43 ISTHMUS PARTNERS, LLC 4,318 370,000 0.17%
44 DEARBORN PARTNERS LLC 4,132 354,000 0.17%
45 Crestwood Advisors Group, LLC 4,116 353,000 0.16%
46 EAGLE GLOBAL ADVISORS LLC 3,877 333,000 0.16%
47 Mengis Capital Management, Inc. 3,633 311,000 0.15%
48 KINGS POINT CAPITAL MANAGEMENT 3,550 305,000 0.14%
49 GAMBLE JONES INVESTMENT COUNSEL 3,506 301,000 0.14%
50 Kimelman & Baird, LLC 3,454 296,000 0.14%
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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.