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Duke Energy Corp New
Duke Energy Corp New. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 10 Institutional holders with a total value of $6,386,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CAPSTONE ASSET MANAGEMENT CO 155,829 3,822,000 59.85%
2 AMERIPRISE FINANCIAL INC 24,191 593,000 9.29%
3 Sterling Capital Management LLC 20,000 493,000 7.72%
4 SPIRIT OF AMERICA MANAGEMENT CORP/NY 19,030 467,000 7.31%
5 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,706 385,000 6.03%
6 SignalPoint Asset Management, LLC 12,600 319,000 5.00%
7 WESBANCO BANK INC 8,360 205,000 3.21%
8 PNC FINANCIAL SERVICES GROUP, INC. 3,080 76,000 1.19%
9 GLENMEDE TRUST CO NA 600 14,000 0.22%
10 Brookstone Capital Management 500 12,000 0.19%

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.