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

Institutional Holders (2016Q3)
Portfolio Summary: 62 Institutional holders with a total value of $203,457,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 518,305 41,485,000 20.39%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 243,022 19,452,000 9.56%
3 BECK MACK & OLIVER LLC 213,577 17,094,000 8.40%
4 QCI ASSET MANAGEMENT INC/NY 164,852 13,195,000 6.49%
5 Bollard Group LLC 134,811 10,790,000 5.30%
6 HYMAN CHARLES D 134,326 10,751,000 5.28%
7 Colonial Trust Advisors 116,391 9,316,000 4.58%
8 ARS Investment Partners, LLC 83,375 6,673,000 3.28%
9 CATAWBA CAPITAL MANAGEMENT /VA 78,575 6,289,000 3.09%
10 World Asset Management Inc 71,418 5,716,000 2.81%
11 Azimuth Capital Management LLC 70,115 5,612,000 2.76%
12 LEE DANNER & BASS INC 57,414 4,595,000 2.26%
13 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 48,887 4,194,000 2.06%
14 Barry Investment Advisors, LLC 50,428 4,036,000 1.98%
15 Evercore Wealth Management, LLC 45,039 3,605,000 1.77%
16 SCHMIDT P J INVESTMENT MANAGEMENT INC 42,397 3,393,000 1.67%
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,892 3,033,000 1.49%
18 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 36,728 2,940,000 1.45%
19 MURPHY CAPITAL MANAGEMENT INC 33,383 2,672,000 1.31%
20 FRANKLIN STREET ADVISORS INC /NC 32,650 2,613,000 1.28%
21 Veritable, L.P. 25,125 2,011,000 0.99%
22 Clarkston Capital Partners, LLC 20,000 1,601,000 0.79%
23 First Dallas Securities Inc. 18,716 1,498,000 0.74%
24 1834 INVESTMENT ADVISORS CO 17,629 1,411,000 0.69%
25 Douglass Winthrop Advisors, LLC 15,092 1,208,000 0.59%
26 InterOcean Capital, LLC 14,942 1,196,000 0.59%
27 DOHENY ASSET MANAGEMENT /CA 14,775 1,183,000 0.58%
28 PETTYJOHN, WOOD & WHITE, INC 13,855 1,109,000 0.55%
29 SHELTON CAPITAL MANAGEMENT 14,279 1,108,000 0.54%
30 TORRAY INVESTMENT PARTNERS LLC 12,991 1,040,000 0.51%
31 CARRET ASSET MANAGEMENT, LLC 11,105 889,000 0.44%
32 DT Investment Partners, LLC 10,793 863,000 0.42%
33 KCM INVESTMENT ADVISORS LLC 9,564 766,000 0.38%
34 Birch Hill Investment Advisors LLC 9,521 762,000 0.37%
35 BOSTON RESEARCH & MANAGEMENT INC 8,403 672,000 0.33%
36 Hodges Capital Management Inc. 8,176 654,000 0.32%
37 EADS & HEALD WEALTH MANAGEMENT 7,855 629,000 0.31%
38 Laird Norton Wetherby Wealth Management, LLC 7,218 578,000 0.28%
39 PRINCETON CAPITAL MANAGEMENT INC 6,547 524,000 0.26%
40 Willingdon Wealth Management 5,725 458,000 0.23%
41 FARR MILLER & WASHINGTON LLC/DC 5,558 444,000 0.22%
42 RONALD BLUE & CO LLC 4,807 385,000 0.19%
43 Reynders McVeigh Capital Management, LLC 4,512 361,000 0.18%
44 LOWE BROCKENBROUGH & CO INC 4,239 339,000 0.17%
45 DEARBORN PARTNERS LLC 4,132 331,000 0.16%
46 ISTHMUS PARTNERS, LLC 4,318 331,000 0.16%
47 CRAWFORD INVESTMENT COUNSEL INC 4,109 329,000 0.16%
48 Crestwood Advisors Group, LLC 4,116 329,000 0.16%
49 EAGLE GLOBAL ADVISORS LLC 3,877 310,000 0.15%
50 Mengis Capital Management, Inc. 3,633 290,000 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.