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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
51 D'Orazio & Associates, Inc. 567 40,000 0.00%
52 COLONY GROUP LLC 607 43,000 0.00%
53 Focused Wealth Management, Inc 629 44,000 0.00%
54 BENJAMIN F. EDWARDS & COMPANY, INC. 617 44,000 0.00%
55 Burt Wealth Advisors 643 45,000 0.00%
56 TCI Wealth Advisors, Inc. 662 47,000 0.00%
57 ATWOOD & PALMER INC 667 47,000 0.00%
58 ADIRONDACK TRUST CO 664 47,000 0.00%
59 SIGNATUREFD, LLC 680 48,000 0.00%
60 CITADEL ADVISORS LLC 734 52,000 0.00%
61 Summit Financial Wealth Advisors, LLC 749 52,000 0.00%
62 Lowe Wealth Advisors, LLC 799 56,000 0.00%
63 Compagnie Lombard Odier SCmA 806 57,000 0.00%
64 Gemmer Asset Management LLC 802 57,000 0.00% SH
65 ORRSTOWN FINANCIAL SERVICES INC 833 59,000 0.00%
66 Commonwealth Financial Services, LLC 865 61,000 0.00%
67 Smith Affiliated Capital Corp. 870 61,439 0.00% PRN
68 GUPTA WEALTH MANAGEMENT LLC 919 65,000 0.00%
69 Mondrian Investment Partners LTD 929 66,000 0.00%
70 Vident Investment Advisory, LLC 951 67,000 0.00%
71 North Star Investment Management Corp. 974 69,000 0.00%
72 ROYAL BANK OF CANADA 1,000 71,000 0.00% Put
73 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,027 73,000 0.00%
74 Joel Isaacson & Co., LLC 1,028 73,000 0.00%
75 Oakworth Capital, Inc. 1,034 77,000 0.00%
76 Waverly Advisors, LLC 1,097 77,000 0.00%
77 Winfield Associates, Inc. 1,205 85,000 0.00%
78 Invictus RG Pte. Ltd. 1,202 85,000 0.00%
79 Aris Wealth Services, Inc. 1,221 86,000 0.00%
80 Index Management Solutions, LLC 1,218 86,000 0.00%
81 ZIONS BANCORPORATION 1,270 90,000 0.00%
82 Perkins Coie Trust Co 1,280 90,000 0.00%
83 EDMOND DE ROTHSCHILD HOLDING S.A. 1,306 92,000 0.00%
84 EDMOND DE ROTHSCHILD (SUISSE) S.A. 1,306 92,000 0.00%
85 AllSquare Wealth Management LLC 1,298 92,000 0.00%
86 MV CAPITAL MANAGEMENT, INC. 1,391 98,000 0.00%
87 1832 Asset Management L.P. 1,400 99,000 0.00%
88 ARROW FINANCIAL CORP 1,403 99,000 0.00%
89 FMA ADVISORY INC 1,465 103,000 0.00%
90 RISK PARADIGM GROUP, LLC 1,466 103,529 0.00%
91 Barrett Asset Management, LLC 1,468 104,000 0.00%
92 Twin Tree Management, LP 1,469 104,000 0.00%
93 Kavar Capital Partners, LLC 1,505 106,000 0.00%
94 Allworth Financial LP 1,513 107,000 0.00%
95 Hartford Financial Management Inc. 1,532 108,000 0.00%
96 Natixis Investment Managers International 1,542 109,000 0.00%
97 Plante Moran Financial Advisors, LLC 1,577 111,000 0.00%
98 B. Riley Wealth Management, Inc. 1,598 112,000 0.00%
99 Vantage Investment Advisors, LLC 1,580 112,000 0.00%
100 Walleye Trading LLC 1,600 112,000 0.00% Put
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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.