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

Institutional Holders (2015Q4)
Portfolio Summary: 1,042 Institutional holders with a total value of $26,837,363,819.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1001 MOISAND FITZGERALD TAMAYO, LLC 409 29,000 0.00%
1002 Mercer Capital Advisers, Inc. 411 29,000 0.00%
1003 THOMPSON DAVIS & CO., INC. 394 28,000 0.00%
1004 Burt Wealth Advisors 365 26,000 0.00%
1005 Highlander Capital Management, LLC 367 26,000 0.00%
1006 Lenox Wealth Management, Inc. 344 25,000 0.00%
1007 Dunvegan Associates, Inc. 333 24,000 0.00%
1008 Timber Creek Capital Management LLC 350 24,000 0.00%
1009 HUSSMAN STRATEGIC ADVISORS, INC. 333 24,000 0.00%
1010 BALENTINE LLC 333 24,000 0.00%
1011 ZIONS BANCORPORATION 324 23,000 0.00%
1012 Klingman & Associates, LLC 311 22,000 0.00%
1013 Apriem Advisors 300 21,000 0.00%
1014 PROFICIO CAPITAL PARTNERS LLC 292 21,000 0.00%
1015 FIRST MERCANTILE TRUST CO 281 20,000 0.00%
1016 Tarbox Family Office, Inc. 254 18,000 0.00%
1017 Blume Capital Management, Inc. 240 17,000 0.00%
1018 Lowe Wealth Advisors, LLC 233 17,000 0.00%
1019 CUTLER GROUP LLC / CA 10,200 17,000 0.00% Call
1020 CUTLER GROUP LLC / CA 39,500 16,000 0.00% Put
1021 D. SCOTT NEAL, INC. 225 16,000 0.00%
1022 AGF INVESTMENTS INC. 200 14,000 0.00%
1023 Pinnacle Summer Investments, Inc. 200 14,000 0.00%
1024 COUNTRY TRUST BANK 200 14,000 0.00%
1025 KALOS MANAGEMENT, INC. 13,064 13,000 0.00% PRN
1026 JFS WEALTH ADVISORS, LLC 155 11,000 0.00%
1027 TD Securities (USA) LLC 155 11,000 0.00%
1028 WEALTHCARE CAPITAL MANAGEMENT LLC 114 8,000 0.00%
1029 Shamrock Asset Management LLC 111 8,000 0.00%
1030 WealthTrust-Arizona, LLC 102 7,000 0.00%
1031 Beacon Capital Management, Inc. 100 7,000 0.00%
1032 SRH ADVISORS, LLC 100 7,000 0.00%
1033 MACROVIEW INVESTMENT MANAGEMENT LLC 100 7,000 0.00%
1034 JNBA Financial Advisors 87 6,000 0.00%
1035 TAYLOR WEALTH MANAGEMENT PARTNERS 83 6,000 0.00%
1036 HOWE & RUSLING INC 55 4,000 0.00%
1037 DELPHI PRIVATE ADVISORS LLC 59 4,000 0.00%
1038 INTERACTIVE FINANCIAL ADVISORS, INC. 41 3,000 0.00%
1039 FIRST NATIONAL BANK SIOUX FALLS 33 2,000 0.00%
1040 JACKSON, GRANT INVESTMENT ADVISERS, INC. 11 1,000 0.00%
1041 St. Johns Investment Management Company, LLC 1 0 0.00%
1042 Hedeker Wealth, LLC 1 0 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.