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Disclosery

BANK OF MONTREAL /CAN/: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on DUK, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 1,705,120 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,705,120 shares
    Change vs previous 13F +207,386 shares

    0.08% of the 13F portfolio, value $215,834,020.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,497,734 shares
    Change vs previous 13F +15,929 shares

    0.08% of the 13F portfolio, value $196,113,321.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,481,805 shares
    Change vs previous 13F +261,269 shares

    0.07% of the 13F portfolio, value $173,682,406.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,220,536 shares
    Change vs previous 13F -446,843 shares

    0.06% of the 13F portfolio, value $151,041,423.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,667,379 shares
    Change vs previous 13F +389,981 shares

    0.1% of the 13F portfolio, value $196,750,756.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,277,398 shares
    Change vs previous 13F -242,964 shares

    0.08% of the 13F portfolio, value $155,804,177.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,520,362 shares
    Change vs previous 13F +16,168 shares

    0.08% of the 13F portfolio, value $163,803,753.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,504,194 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $174,441,325.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).