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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
951 Burt Wealth Advisors 643 45,000 0.00%
952 Focused Wealth Management, Inc 629 44,000 0.00%
953 BENJAMIN F. EDWARDS & COMPANY, INC. 617 44,000 0.00%
954 COLONY GROUP LLC 607 43,000 0.00%
955 D'Orazio & Associates, Inc. 567 40,000 0.00%
956 Strategic Capital Alternatives LLC 528 39,000 0.00%
957 SUMMIT SECURITIES GROUP LLC 500 35,000 0.00%
958 Camarda Financial Advisors, LLC 466 33,000 0.00%
959 ROYAL BANK OF CANADA 469 33,000 0.00% Call
960 JCIC Asset Management Inc. 447 32,000 0.00%
961 Stanford Investment Group, Inc. 437 31,000 0.00%
962 Archford Capital Strategies, LLC 422 30,000 0.00%
963 Mercer Capital Advisers, Inc. 411 29,000 0.00%
964 Alexandria Capital, LLC 406 29,000 0.00%
965 TAYLOR WEALTH MANAGEMENT PARTNERS 416 29,000 0.00%
966 Highlander Capital Management, LLC 365 26,000 0.00%
967 US FINANCIAL ADVISORS, LLC 375 26,000 0.00%
968 NewSquare Capital LLC 362 26,000 0.00%
969 Lenox Wealth Management, Inc. 344 24,000 0.00%
970 HUSSMAN STRATEGIC ADVISORS, INC. 333 24,000 0.00%
971 SEARLE & CO. 341 24,000 0.00%
972 BALENTINE LLC 333 24,000 0.00%
973 LAZARD ASSET MANAGEMENT LLC 333 23,000 0.00%
974 Klingman & Associates, LLC 311 22,000 0.00%
975 SOUTH GEORGIA CAPITAL, LLC 300 21,000 0.00%
976 Apriem Advisors 300 21,000 0.00%
977 MACROVIEW INVESTMENT MANAGEMENT LLC 300 21,000 0.00%
978 FIRST MERCANTILE TRUST CO 281 20,000 0.00%
979 Glassman Wealth Services 271 19,000 0.00%
980 COUNTRY TRUST BANK 250 18,000 0.00%
981 Janney Capital Management LLC 247,943 17,510 0.00%
982 PHILADELPHIA TRUST CO 1,202 17,016 0.00%
983 Tarbox Family Office, Inc. 245 17,000 0.00%
984 Blume Capital Management, Inc. 240 17,000 0.00%
985 THOMPSON DAVIS & CO., INC. 244 17,000 0.00%
986 FIRST NATIONAL BANK SIOUX FALLS 233 16,000 0.00%
987 Pinnacle Summer Investments, Inc. 200 14,000 0.00%
988 New Harbor Financial Group, LLC 200 14,000 0.00%
989 WEALTHCARE CAPITAL MANAGEMENT LLC 180 13,000 0.00%
990 Syntal Capital Partners, LLC 166 11,000 0.00%
991 WELLS FARGO & COMPANY/MN 200,000 11,000 0.00% Call
992 Bray Capital Advisors 130 9,000 0.00%
993 Shamrock Asset Management LLC 111 8,000 0.00%
994 AGF INVESTMENTS INC. 100 7,000 0.00%
995 SRH ADVISORS, LLC 100 7,000 0.00%
996 WealthTrust-Arizona, LLC 100 7,000 0.00%
997 JFS WEALTH ADVISORS, LLC 93 7,000 0.00%
998 Beacon Capital Management, Inc. 100 7,000 0.00%
999 AMERICAN NATIONAL BANK & TRUST 105 7,000 0.00%
1000 Ruggie Capital Group 80 6,000 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.