Duke Energy shares owned by Smith Asset Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Smith Asset Management
from 13F filings
Historical chart of Smith Asset Management investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Smith Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Smith Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 2.9k | 123.75 |
| 2025-06-30 | $337k | 2.9k | 118.00 |
| 2025-03-31 | $429k | 3.5k | 121.97 |
| 2024-12-31 | $392k | 3.6k | 107.74 |