Smith Thornton Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$93.6K	0.46%	64
2024 Q3	$676K	Buy	5,863 +2,714	+86%	+$313K	0.44%	66
2024 Q2	$316K	Buy	+3,149	New	+$316K	0.23%	101