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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 JAMES INVESTMENT RESEARCH, INC. 63 5,000 0.00%
2 Barrett Asset Management, LLC 968 77,000 0.04%
3 Jolley Asset Management, LLC 1,186 95,000 0.05%
4 QUADRANT CAPITAL GROUP LLC 2,534 194,000 0.10%
5 EXCALIBUR MANAGEMENT CORP 2,775 222,000 0.11%
6 CHECK CAPITAL MANAGEMENT INC/CA 2,799 224,000 0.11%
7 CG Asset Management LLC 3,000 240,000 0.12%
8 Suncoast Equity Management 3,115 249,000 0.12%
9 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,344 268,000 0.13%
10 Kimelman & Baird, LLC 3,351 268,000 0.13%
11 DARRELL & KING LLC 3,400 272,000 0.13%
12 GAMBLE JONES INVESTMENT COUNSEL 3,493 280,000 0.14%
13 Mengis Capital Management, Inc. 3,633 290,000 0.14%
14 EAGLE GLOBAL ADVISORS LLC 3,877 310,000 0.15%
15 Crestwood Advisors Group, LLC 4,116 329,000 0.16%
16 CRAWFORD INVESTMENT COUNSEL INC 4,109 329,000 0.16%
17 DEARBORN PARTNERS LLC 4,132 331,000 0.16%
18 ISTHMUS PARTNERS, LLC 4,318 331,000 0.16%
19 LOWE BROCKENBROUGH & CO INC 4,239 339,000 0.17%
20 Reynders McVeigh Capital Management, LLC 4,512 361,000 0.18%
21 RONALD BLUE & CO LLC 4,807 385,000 0.19%
22 FARR MILLER & WASHINGTON LLC/DC 5,558 444,000 0.22%
23 Willingdon Wealth Management 5,725 458,000 0.23%
24 PRINCETON CAPITAL MANAGEMENT INC 6,547 524,000 0.26%
25 Laird Norton Wetherby Wealth Management, LLC 7,218 578,000 0.28%
26 EADS & HEALD WEALTH MANAGEMENT 7,855 629,000 0.31%
27 Hodges Capital Management Inc. 8,176 654,000 0.32%
28 BOSTON RESEARCH & MANAGEMENT INC 8,403 672,000 0.33%
29 Birch Hill Investment Advisors LLC 9,521 762,000 0.37%
30 KCM INVESTMENT ADVISORS LLC 9,564 766,000 0.38%
31 DT Investment Partners, LLC 10,793 863,000 0.42%
32 CARRET ASSET MANAGEMENT, LLC 11,105 889,000 0.44%
33 TORRAY INVESTMENT PARTNERS LLC 12,991 1,040,000 0.51%
34 SHELTON CAPITAL MANAGEMENT 14,279 1,108,000 0.54%
35 PETTYJOHN, WOOD & WHITE, INC 13,855 1,109,000 0.55%
36 DOHENY ASSET MANAGEMENT /CA 14,775 1,183,000 0.58%
37 InterOcean Capital, LLC 14,942 1,196,000 0.59%
38 Douglass Winthrop Advisors, LLC 15,092 1,208,000 0.59%
39 1834 INVESTMENT ADVISORS CO 17,629 1,411,000 0.69%
40 First Dallas Securities Inc. 18,716 1,498,000 0.74%
41 Clarkston Capital Partners, LLC 20,000 1,601,000 0.79%
42 Veritable, L.P. 25,125 2,011,000 0.99%
43 FRANKLIN STREET ADVISORS INC /NC 32,650 2,613,000 1.28%
44 MURPHY CAPITAL MANAGEMENT INC 33,383 2,672,000 1.31%
45 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 36,728 2,940,000 1.45%
46 UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,892 3,033,000 1.49%
47 SCHMIDT P J INVESTMENT MANAGEMENT INC 42,397 3,393,000 1.67%
48 Evercore Wealth Management, LLC 45,039 3,605,000 1.77%
49 Barry Investment Advisors, LLC 50,428 4,036,000 1.98%
50 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 48,887 4,194,000 2.06%
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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.