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

Institutional Holders (2016Q4)
Portfolio Summary: 64 Institutional holders with a total value of $185,194,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 494,755 38,403,000 20.74%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 245,406 19,048,000 10.29%
3 BECK MACK & OLIVER LLC 212,886 16,524,000 8.92%
4 Bollard Group LLC 136,750 10,615,000 5.73%
5 HYMAN CHARLES D 133,294 10,346,000 5.59%
6 Colonial Trust Advisors 111,643 8,666,000 4.68%
7 QCI ASSET MANAGEMENT INC/NY 101,913 7,910,000 4.27%
8 CATAWBA CAPITAL MANAGEMENT /VA 70,030 5,436,000 2.94%
9 Azimuth Capital Management LLC 69,153 5,368,000 2.90%
10 World Asset Management Inc 66,016 5,124,000 2.77%
11 LEE DANNER & BASS INC 58,107 4,510,000 2.44%
12 Barry Investment Advisors, LLC 50,498 3,920,000 2.12%
13 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 48,996 3,803,000 2.05%
14 Evercore Wealth Management, LLC 44,377 3,445,000 1.86%
15 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 44,190 3,430,000 1.85%
16 SCHMIDT P J INVESTMENT MANAGEMENT INC 43,023 3,339,000 1.80%
17 MURPHY CAPITAL MANAGEMENT INC 36,947 2,867,000 1.55%
18 Willingdon Wealth Management 33,868 2,629,000 1.42%
19 FRANKLIN STREET ADVISORS INC /NC 32,485 2,521,000 1.36%
20 Veritable, L.P. 26,182 2,032,000 1.10%
21 Clarkston Capital Partners, LLC 20,267 1,573,000 0.85%
22 First Dallas Securities Inc. 18,993 1,474,000 0.80%
23 1834 INVESTMENT ADVISORS CO 17,629 1,368,000 0.74%
24 Douglass Winthrop Advisors, LLC 15,980 1,240,000 0.67%
25 InterOcean Capital, LLC 14,942 1,160,000 0.63%
26 DOHENY ASSET MANAGEMENT /CA 14,951 1,160,000 0.63%
27 SHELTON CAPITAL MANAGEMENT 14,279 1,108,000 0.60%
28 PETTYJOHN, WOOD & WHITE, INC 13,805 1,072,000 0.58%
29 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 13,447 1,044,000 0.56%
30 TORRAY INVESTMENT PARTNERS LLC 13,116 1,018,000 0.55%
31 CARRET ASSET MANAGEMENT, LLC 11,755 912,000 0.49%
32 DT Investment Partners, LLC 11,717 909,000 0.49%
33 KCM INVESTMENT ADVISORS LLC 9,336 725,000 0.39%
34 Birch Hill Investment Advisors LLC 9,221 716,000 0.39%
35 BOSTON RESEARCH & MANAGEMENT INC 8,407 652,000 0.35%
36 EADS & HEALD WEALTH MANAGEMENT 8,210 637,000 0.34%
37 Hodges Capital Management Inc. 7,665 595,000 0.32%
38 Laird Norton Wetherby Wealth Management, LLC 7,413 575,000 0.31%
39 Ken Stern & Associates, Inc. 6,727 522,000 0.28%
40 PRINCETON CAPITAL MANAGEMENT INC 6,547 508,000 0.27%
41 RONALD BLUE & CO LLC 6,493 504,000 0.27%
42 FARR MILLER & WASHINGTON LLC/DC 5,508 428,000 0.23%
43 ISTHMUS PARTNERS, LLC 4,497 349,000 0.19%
44 RADNOR CAPITAL MANAGEMENT, LLC 4,346 337,000 0.18%
45 DEARBORN PARTNERS LLC 4,339 337,000 0.18%
46 HALL CAPITAL MANAGEMENT CO INC 4,313 334,000 0.18%
47 LOWE BROCKENBROUGH & CO INC 4,239 329,000 0.18%
48 Crestwood Advisors Group, LLC 4,116 319,000 0.17%
49 GAMBLE JONES INVESTMENT COUNSEL 3,996 310,000 0.17%
50 EAGLE GLOBAL ADVISORS LLC 3,877 301,000 0.16%
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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.