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Duke Energy shares owned by Southern Michigan Bank & Trust

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Southern Michigan Bank & Trust from 13F filings

Historical chart of Southern Michigan Bank & Trust investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Southern Michigan Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Southern Michigan Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $124k 947 130.94

More positions owned by Southern Michigan Bank & Trust

Schwab U.S. Large Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Intermediate Term Bond ETF Intermed Term (BIV)
Schwab U.S. Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Intermediate Govt Credit Bond ETF Intrm Gov Cr Etf (GVI)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
State Street SPDR Portfolio Short Term Corporate Bond ETF State Street Spd (SPSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Armstrong Global Holding Inc. Series A
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
State Street SPDR S&P Dividend ETF State Street Spd (SDY)
Abbvie (ABBV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)

View all positions for Southern Michigan Bank & Trust

Top funds holding Duke Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Wellington Management Company
FMR
Franklin Resources
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
GQG Partners

View all funds holding Duke Energy