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Duke Energy shares owned by Smith Thornton Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Smith Thornton Advisors from 13F filings

Historical chart of Smith Thornton Advisors investment in Duke Energy

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All positions including Duke Energy held by Smith Thornton Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Smith Thornton Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $676k 5.9k 115.30
2024-06-30 $316k 3.1k 100.22

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Ishares Tr Core Div Grwth (DGRO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Globe Life (GL)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Regions Financial Corporation (RF)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)

View all positions for Smith Thornton Advisors

Top funds holding Duke Energy

Vanguard Group
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Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy