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DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 1,005 Institutional holders with a total value of $27,156,349,302.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 St. Johns Investment Management Company, LLC 1 0 0.00%
2 Hedeker Wealth, LLC 1 0 0.00%
3 INTERACTIVE FINANCIAL ADVISORS, INC. 41 3,000 0.00%
4 HOERTKORN RICHARD CHARLES 72 5,000 0.00%
5 HOWE & RUSLING INC 74 5,000 0.00%
6 Ruggie Capital Group 80 6,000 0.00%
7 WealthTrust-Arizona, LLC 100 7,000 0.00%
8 SRH ADVISORS, LLC 100 7,000 0.00%
9 AGF INVESTMENTS INC. 100 7,000 0.00%
10 JFS WEALTH ADVISORS, LLC 93 7,000 0.00%
11 AMERICAN NATIONAL BANK & TRUST 105 7,000 0.00%
12 Beacon Capital Management, Inc. 100 7,000 0.00%
13 Shamrock Asset Management LLC 111 8,000 0.00%
14 Bray Capital Advisors 130 9,000 0.00%
15 WELLS FARGO & COMPANY/MN 200,000 11,000 0.00% Call
16 Syntal Capital Partners, LLC 166 11,000 0.00%
17 WEALTHCARE CAPITAL MANAGEMENT LLC 180 13,000 0.00%
18 Pinnacle Summer Investments, Inc. 200 14,000 0.00%
19 New Harbor Financial Group, LLC 200 14,000 0.00%
20 FIRST NATIONAL BANK SIOUX FALLS 233 16,000 0.00%
21 Blume Capital Management, Inc. 240 17,000 0.00%
22 Tarbox Family Office, Inc. 245 17,000 0.00%
23 THOMPSON DAVIS & CO., INC. 244 17,000 0.00%
24 PHILADELPHIA TRUST CO 1,202 17,016 0.00%
25 Janney Capital Management LLC 247,943 17,510 0.00%
26 COUNTRY TRUST BANK 250 18,000 0.00%
27 Glassman Wealth Services 271 19,000 0.00%
28 FIRST MERCANTILE TRUST CO 281 20,000 0.00%
29 Apriem Advisors 300 21,000 0.00%
30 MACROVIEW INVESTMENT MANAGEMENT LLC 300 21,000 0.00%
31 SOUTH GEORGIA CAPITAL, LLC 300 21,000 0.00%
32 Klingman & Associates, LLC 311 22,000 0.00%
33 LAZARD ASSET MANAGEMENT LLC 333 23,000 0.00%
34 BALENTINE LLC 333 24,000 0.00%
35 SEARLE & CO. 341 24,000 0.00%
36 HUSSMAN STRATEGIC ADVISORS, INC. 333 24,000 0.00%
37 Lenox Wealth Management, Inc. 344 24,000 0.00%
38 Highlander Capital Management, LLC 365 26,000 0.00%
39 NewSquare Capital LLC 362 26,000 0.00%
40 US FINANCIAL ADVISORS, LLC 375 26,000 0.00%
41 Alexandria Capital, LLC 406 29,000 0.00%
42 Mercer Capital Advisers, Inc. 411 29,000 0.00%
43 TAYLOR WEALTH MANAGEMENT PARTNERS 416 29,000 0.00%
44 Archford Capital Strategies, LLC 422 30,000 0.00%
45 Stanford Investment Group, Inc. 437 31,000 0.00%
46 JCIC Asset Management Inc. 447 32,000 0.00%
47 ROYAL BANK OF CANADA 469 33,000 0.00% Call
48 Camarda Financial Advisors, LLC 466 33,000 0.00%
49 SUMMIT SECURITIES GROUP LLC 500 35,000 0.00%
50 Strategic Capital Alternatives LLC 528 39,000 0.00%
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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.