VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Position in DUK — Duke Energy CORP
CIK 1021642
HOUSTON, TX
Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,711,994
-$58,969 QoQ
Shares Held
13,525
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#877
of 2,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. DUK ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
972,479 | $84,051,358 | |
| 2 | LNT |
Alliant Energy Corp
|
1,099,030 | $83,844,997 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
682,599 | $79,707,084 | |
| 4 | CMS |
Cms Energy Corp
|
1,028,844 | $78,706,566 | |
| 5 | SO |
Southern Co
|
745,415 | $71,343,668 | |
| 6 | EXC |
Exelon Corp
|
624,620 | $29,119,784 | |
| 7 | DUK |
Duke Energy CORP
This page
|
13,525 | $1,711,994 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,994 | 13,525 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,770,963 | 13,525 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,585,265 | 13,525 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,198,937 | 25,850 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $3,050,300 | 25,850 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $3,152,924 | 25,850 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $2,785,079 | 25,850 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,980,505 | 25,850 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $2,590,945 | 25,850 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $2,499,953 | 25,850 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $2,508,484 | 25,850 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $2,528,649 | 28,650 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,571,051 | 28,650 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $2,998,769 | 31,085 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $3,790,032 | 36,800 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $3,313,837 | 35,625 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $3,819,356 | 35,625 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,977,887 | 35,625 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,348,932 | 31,925 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $3,115,560 | 31,925 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $2,988,748 | 30,275 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $2,681,120 | 27,775 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,311,890 | 25,250 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,512,162 | 17,075 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $1,364,121 | 17,075 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,381,026 | 17,075 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||