Dark
Light
System
Security
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 951 Institutional holders with a total value of $27,139,426,565.
#
Manager Name
Shares
Value ($)
%
Options
Notes
851 Advisory Services Network, LLC 2,932 209,000 0.00%
852 TELEMUS CAPITAL, LLC 2,908 207,000 0.00%
853 GREATMARK INVESTMENT PARTNERS, INC. 2,876 205,000 0.00%
854 Shinko Asset Management Co., Ltd. 2,858 204,000 0.00%
855 KANAWHA CAPITAL MANAGEMENT LLC 2,818 201,000 0.00%
856 KINGS POINT CAPITAL MANAGEMENT 2,800 199,000 0.00%
857 MONETARY MANAGEMENT GROUP INC 2,765 197,000 0.00%
858 CT Financial Advisors LLC 2,475 190,031 0.00%
859 Jacobus Wealth Management, Inc. 2,582 184,000 0.00%
860 CENTRAL BANK & TRUST CO 2,471 176,000 0.00%
861 Winfield Associates, Inc. 2,469 176,000 0.00%
862 Financial Management Professionals, Inc. 2,391 170,000 0.00%
863 ETRADE Capital Management LLC 2,252 160,000 0.00%
864 Chesley Taft & Associates LLC 2,241 160,000 0.00%
865 MYCIO WEALTH PARTNERS, LLC 2,139 152,000 0.00%
866 AlphaMark Advisors, LLC 2,072 148,000 0.00% SH
867 MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,893 135,000 0.00%
868 Gemmer Asset Management LLC 1,802 128,000 0.00%
869 Gradient Investments LLC 1,778 127,000 0.00%
870 WOLVERINE ASSET MANAGEMENT LLC 350 127,000 0.00% Call
871 Dunvegan Associates, Inc. 1,760 125,000 0.00%
872 Capital International Sarl 1,700 121,000 0.00%
873 Tarbox Family Office, Inc. 1,641 115,000 0.00%
874 Hartford Financial Management Inc. 1,606 114,000 0.00%
875 B. Riley Wealth Management, Inc. 1,545 110,000 0.00%
876 Kavar Capital Partners, LLC 1,540 109,000 0.00%
877 Waverly Advisors, LLC 1,406 100,000 0.00%
878 WEALTHFRONT CORP 1,381 98,000 0.00%
879 Kistler-Tiffany Companies, LLC 1,367 97,000 0.00%
880 Mizuho Asset Management Co.,Ltd. 1,300 93,000 0.00%
881 Cordasco Financial Network 1,083 77,000 0.00%
882 VALLEY NATIONAL BANCORP 1,032 74,000 0.00%
883 WEALTHCARE CAPITAL MANAGEMENT LLC 999 71,000 0.00%
884 Hirtle Callaghan & Co LLC 999 71,000 0.00%
885 HOWE & RUSLING INC 970 69,000 0.00%
886 North Star Investment Management Corp. 968 69,000 0.00%
887 Oakworth Capital, Inc. 946 67,000 0.00%
888 Parasol Investment Management, LLC 884 63,000 0.00%
889 Smith Affiliated Capital Corp. 870 61,961 0.00% PRN
890 ORRSTOWN FINANCIAL SERVICES INC 833 59,000 0.00%
891 Vantage Investment Advisors, LLC 788 56,000 0.00%
892 MUNDER CAPITAL MANAGEMENT 766 55,000 0.00%
893 Perkins Coie Trust Co 773 55,000 0.00%
894 Index Management Solutions, LLC 759 54,000 0.00%
895 BENJAMIN F. EDWARDS & COMPANY, INC. 714 51,000 0.00%
896 Atlantic Union Bankshares Corp 752 51,000 0.00%
897 Horrell Capital Management, Inc. 666 47,000 0.00%
898 Joel Isaacson & Co., LLC 619 44,000 0.00%
899 TCI Wealth Advisors, Inc. 570 41,000 0.00%
900 Tradewinds Capital Management, LLC 581 41,000 0.00%
Page 18 of 20

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.