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Smith Thornton Advisors’s Duke Energy DUK Stock Holding History

Smith Thornton Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$888K Buy
7,000
+238
+4% +$30K 0.39% 61
2026
Q1 		$885K Buy
6,762
+210
+3% +$26.3K 0.45% 57
2025
Q4 		$768K Buy
6,552
+130
+2% +$15.9K 0.39% 63
2025
Q3 		$795K Sell
6,422
-85
-1% -$10.3K 0.42% 60
2025
Q2 		$768K Sell
6,507
-225
-3% -$26.6K 0.44% 57
2025
Q1 		$821K Hold
6,732
– – 0.51% 55
2024
Q4 		$725K Buy
6,732
+869
+15% +$98.4K 0.46% 64
2024
Q3 		$676K Buy
5,863
+2,714
+86% +$302K 0.44% 66
2024
Q2 		$316K Buy
+3,149
New +$315K 0.23% 101

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Smith Thornton Advisors's DUK Position: Q2 2026 in Review

Smith Thornton Advisors increased its Duke Energy (DUK) stake by 3.5% in Q2 2026, buying an estimated $30K and bringing the position to 7,000 shares worth $888K. The position accounts for 0.39% of the portfolio, ranked #61.

Smith Thornton Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Smith Thornton Advisors held 7,000 shares of Duke Energy worth $888K as of Q2 2026.
  • Smith Thornton Advisors bought 238 Duke Energy shares in Q2 2026, an estimated $30K.
  • Duke Energy made up 0.39% of Smith Thornton Advisors's portfolio in Q2 2026, its #61 holding.
  • Smith Thornton Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.