Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$524,547
-$3,664 QoQ
Shares Held
4,144
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,448
of 2,446 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Westmount Partners, LLC holds $2,031,176 across 4 Utilities - Regulated Electric names. DUK ranks #2 (25.8% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,547 | 4,144 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $528,211 | 4,034 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $480,561 | 4,100 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $499,207 | 4,034 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $478,726 | 4,057 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $485,318 | 3,979 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $426,003 | 3,954 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $452,667 | 3,926 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $409,339 | 4,084 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $390,224 | 4,035 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $388,645 | 4,005 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $339,977 | 3,852 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $351,960 | 3,922 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $377,969 | 3,918 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $381,783 | 3,707 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||