A detailed history of Westmount Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Westmount Partners, LLC holds 4,034 shares of DUK stock, worth $504,976. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,034
Previous 4,057 0.57%
Holding current value
$504,976
Previous $479 Million 3.12%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

SELL
$116.31 - $125.93 $2,675 - $2,896
-23 Reduced 0.57%
4,034 $494 Million
Q2 2025

Jul 09, 2025

BUY
$112.46 - $124.05 $8,771 - $9,675
78 Added 1.96%
4,057 $479 Million
Q1 2025

May 01, 2025

BUY
$105.87 - $121.97 $2,646 - $3,049
25 Added 0.63%
3,979 $485 Million
Q4 2024

Jan 13, 2025

BUY
$105.76 - $120.76 $2,961 - $3,381
28 Added 0.71%
3,954 $426 Million
Q3 2024

Jan 13, 2025

BUY
$99.35 - $117.71 $390,048 - $462,129
3,926 New
3,926 $453 Million
Q2 2024

Jan 28, 2025

BUY
$92.87 - $104.6 $4,550 - $5,125
49 Added 1.21%
4,084 $406 Million
Q1 2024

Jan 28, 2025

BUY
$90.65 - $99.39 $2,719 - $2,981
30 Added 0.75%
4,035 $390 Million
Q4 2023

Jan 28, 2025

BUY
$85.44 - $98.31 $13,072 - $15,041
153 Added 3.97%
4,005 $389 Million
Q3 2023

Jan 28, 2025

SELL
$86.65 - $95.56 $6,065 - $6,689
-70 Reduced 1.78%
3,852 $340 Million
Q2 2023

Jan 28, 2025

SELL
$88.01 - $99.74 $2,816 - $3,191
-32 Reduced 0.81%
3,922 $352 Million
Q1 2023

Jan 29, 2025

SELL
$91.55 - $105.65 $3,295 - $3,803
-36 Reduced 0.91%
3,918 $378 Million
Q4 2022

Jan 28, 2025

SELL
$86.82 - $103.84 $21,444 - $25,648
-247 Reduced 6.25%
3,707 $382 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $96.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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