Woodmont Investment Counsel LLC / DUK
Woodmont Investment Counsel LLC’s Duke Energy Corp New Position
Does Woodmont Investment Counsel LLC own Duke Energy Corp New (DUK)? Yes — 158.2K shares worth $21M (+1.28% of its 13F portfolio) as of Q1 2026, up from 155.4K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
158.2K
% of Portfolio
+1.28%
Quarters Held
30
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 158.2K | $21M | +1.28% |
| Q4 2025 | 155.4K | $18M | +1.14% |
| Q3 2025 | 153.1K | $19M | +1.25% |
| Q2 2025 | 172.4K | $20M | +1.34% |
| Q1 2025 | 172.7K | $21M | +1.52% |
| Q4 2024 | 167.1K | $18M | +1.33% |
| Q3 2024 | 168.0K | $19M | +1.46% |
| Q2 2024 | 166.2K | $17M | +1.36% |
| Q1 2024 | 161.1K | $16M | +1.31% |
| Q4 2023 | 155.8K | $15M | +1.41% |
| Q3 2023 | 154.5K | $14M | +1.44% |
| Q2 2023 | 150.3K | $13M | +1.40% |
| Q1 2023 | 129.6K | $13M | +1.33% |
| Q4 2022 | 133.7K | $14M | +1.56% |
| Q3 2022 | 133.7K | $12M | +1.55% |
| Q2 2022 | 129.3K | $14M | +1.71% |
| Q1 2022 | 128.7K | $14M | +1.66% |
| Q4 2021 | 129.1K | $14M | +1.73% |
| Q3 2021 | 124.7K | $12M | +1.77% |
| Q2 2021 | 116.4K | $11M | +1.81% |
| Q1 2021 | 117.1K | $11M | +1.92% |
| Q4 2020 | 114.2K | $10M | +1.95% |
| Q3 2020 | 113.5K | $10M | +2.16% |
| Q2 2020 | 109.1K | $9M | +2.09% |
| Q1 2020 | 83.0K | $7M | +1.85% |
| Q4 2019 | 81.5K | $7M | +1.68% |
| Q3 2019 | 64.0K | $6M | +1.50% |
| Q2 2019 | 64.5K | $6M | +1.41% |
| Q1 2019 | 64.4K | $6M | +1.51% |
| Q4 2018 | 66.6K | $6M | +1.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodmont Investment Counsel LLC’s full portfolio or all institutional holders of DUK.