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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 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 26 2,000 0.00%
2 JAMES INVESTMENT RESEARCH, INC. 63 5,000 0.00%
3 ArchPoint Investors 360 31,000 0.01%
4 STUART CHAUSSEE & ASSOCIATES, INC. 500 43,000 0.02%
5 Barrett Asset Management, LLC 968 83,000 0.04%
6 Jolley Asset Management, LLC 1,186 102,000 0.05%
7 QUADRANT CAPITAL GROUP LLC 2,279 187,000 0.09%
8 EVERETT HARRIS & CO /CA/ 2,337 200,000 0.09%
9 Liberty Capital Management, Inc. 2,356 202,000 0.09%
10 HOWARD CAPITAL MANAGEMENT 2,409 207,000 0.10%
11 MONROE BANK & TRUST/MI 2,435 209,000 0.10%
12 EXCALIBUR MANAGEMENT CORP 2,775 238,000 0.11%
13 CHECK CAPITAL MANAGEMENT INC/CA 2,799 240,000 0.11%
14 CG Asset Management LLC 3,000 257,000 0.12%
15 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,344 287,000 0.13%
16 DARRELL & KING LLC 3,400 292,000 0.14%
17 Kimelman & Baird, LLC 3,454 296,000 0.14%
18 GAMBLE JONES INVESTMENT COUNSEL 3,506 301,000 0.14%
19 KINGS POINT CAPITAL MANAGEMENT 3,550 305,000 0.14%
20 Mengis Capital Management, Inc. 3,633 311,000 0.15%
21 EAGLE GLOBAL ADVISORS LLC 3,877 333,000 0.16%
22 Crestwood Advisors Group, LLC 4,116 353,000 0.16%
23 DEARBORN PARTNERS LLC 4,132 354,000 0.17%
24 ISTHMUS PARTNERS, LLC 4,318 370,000 0.17%
25 CRAWFORD INVESTMENT COUNSEL INC 4,397 377,000 0.18%
26 Reynders McVeigh Capital Management, LLC 4,628 397,000 0.19%
27 RONALD BLUE & CO LLC 4,905 420,000 0.20%
28 FARR MILLER & WASHINGTON LLC/DC 5,474 470,000 0.22%
29 PRINCETON CAPITAL MANAGEMENT INC 6,572 564,000 0.26%
30 Laird Norton Wetherby Wealth Management, LLC 7,074 607,000 0.28%
31 EADS & HEALD WEALTH MANAGEMENT 7,770 667,000 0.31%
32 BOSTON RESEARCH & MANAGEMENT INC 8,247 707,000 0.33%
33 KCM INVESTMENT ADVISORS LLC 9,486 814,000 0.38%
34 Hodges Capital Management Inc. 9,704 832,000 0.39%
35 Birch Hill Investment Advisors LLC 9,721 834,000 0.39%
36 CARRET ASSET MANAGEMENT, LLC 9,805 841,000 0.39%
37 DT Investment Partners, LLC 10,289 882,000 0.41%
38 TORRAY INVESTMENT PARTNERS LLC 13,016 1,117,000 0.52%
39 PETTYJOHN, WOOD & WHITE, INC 14,889 1,277,000 0.60%
40 InterOcean Capital, LLC 14,942 1,282,000 0.60%
41 Douglass Winthrop Advisors, LLC 15,292 1,312,000 0.61%
42 1834 INVESTMENT ADVISORS CO 17,629 1,512,000 0.71%
43 Evercore Wealth Management, LLC 17,869 1,533,000 0.72%
44 First Dallas Securities Inc. 20,444 1,754,000 0.82%
45 Clarkston Capital Partners, LLC 21,000 1,802,000 0.84%
46 Willingdon Wealth Management 24,848 2,132,000 1.00%
47 Veritable, L.P. 25,073 2,151,000 1.00%
48 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 29,465 2,528,000 1.18%
49 MURPHY CAPITAL MANAGEMENT INC 30,215 2,592,000 1.21%
50 FRANKLIN STREET ADVISORS INC /NC 36,217 3,107,000 1.45%
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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.