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Westmount Partners’s Duke Energy DUK Stock Holding History

Westmount Partners’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 		$525K Buy
4,144
+110
+3% +$13.9K 0.11% 145
2026
Q1 		$528K Sell
4,034
-66
-2% -$8.25K 0.13% 141
2025
Q4 		$481K Buy
4,100
+66
+2% +$8.06K 0.12% 136
2025
Q3 		$494K Sell
4,034
-23
-0.6% -$2.79K 0.13% 136
2025
Q2 		$479K Buy
4,057
+78
+2% +$9.2K 0.13% 133
2025
Q1 		$485K Buy
3,979
+25
+0.6% +$2.85K 0.15% 125
2024
Q4 		$426K Buy
3,954
+28
+0.7% +$3.17K 0.13% 128
2024
Q3 		$453K Sell
3,926
-158
-4% -$17.6K 0.14% 126
2024
Q2 		$406K Buy
4,084
+49
+1% +$4.9K 0.13% 129
2024
Q1 		$390K Buy
4,035
+30
+0.7% +$2.85K 0.14% 135
2023
Q4 		$389K Buy
4,005
+153
+4% +$13.9K 0.16% 128
2023
Q3 		$340K Sell
3,852
-70
-2% -$6.42K 0.15% 143
2023
Q2 		$352K Buy
3,922
+4
+0.1% +$378 0.15% 136
2023
Q1 		$378K Buy
3,918
+211
+6% +$20.8K 0.17% 121
2022
Q4 		$382K Buy
+3,707
New +$356K 0.2% 116

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Westmount Partners's DUK Position: Q2 2026 in Review

Westmount Partners increased its Duke Energy (DUK) stake by 2.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 4,144 shares worth $525K. The position accounts for 0.11% of the portfolio, ranked #145.

Westmount Partners first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $528K in Q1 2026. 431 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Westmount Partners held 4,144 shares of Duke Energy worth $525K as of Q2 2026.
  • Westmount Partners bought 110 Duke Energy shares in Q2 2026, an estimated $13.9K.
  • Duke Energy made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #145 holding.
  • Westmount Partners first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Duke Energy position peaked at $528K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.