Smith Thornton Advisors LLC

Position in DUK — Duke Energy CORP

CIK 2032436 HUNTSVILLE, AL

Position in DUK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$886,060

+$644 QoQ

Shares Held

7,000

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,155

of 2,446 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smith Thornton Advisors LLC holds $3,818,851 across 5 Utilities - Regulated Electric names. DUK ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,469	$1,767,667
2	DUK	Duke Energy CORP This page	7,000	$886,060
3	NEE	Nextera Energy Inc	7,861	$689,959
4	D	Dominion Energy, Inc	3,573	$244,000
5	MGEE	Mge Energy Inc	2,835	$231,165

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$886,060	7,000	+3.5%	Shares	Sole	2026-07-14
2026-03-31	$885,416	6,762	+3.2%	Shares	Sole	2026-04-16
2025-12-31	$767,959	6,552	+2.0%	Shares	Sole	2026-01-14
2025-09-30	$794,722	6,422	-1.3%	Shares	Sole	2025-10-29
2025-06-30	$767,826	6,507	-3.3%	Shares	Sole	2025-07-30
2025-03-31	$821,102	6,732	0.0%	Shares	Sole	2025-05-01
2024-12-31	$725,305	6,732	+14.8%	Shares	Sole	2025-01-14
2024-09-30	$676,003	5,863	+86.2%	Shares	Sole	2024-10-31
2024-06-30	$315,624	3,149	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.