WESTWOOD HOLDINGS GROUP INC

Position in DUK — Duke Energy CORP

CIK 1165002 DALLAS, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,591,219

+$141,463 QoQ

Shares Held

20,471

+9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#719

of 2,440 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Utilities · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. DUK ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	512,469	$59,841,005
2	MGEE	Mge Energy Inc	530,621	$43,266,836
3	IDA	Idacorp Inc	277,281	$41,952,615
4	NEE	Nextera Energy Inc	476,755	$41,844,786
5	ETR	Entergy Corp /De/	336,328	$38,630,634
6	DTE	Dte Energy Co	84,715	$12,908,024
7	LNT	Alliant Energy Corp	146,672	$11,189,606
8	SO	Southern Co	36,614	$3,504,325

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,591,219	20,471	+9.4%	Shares	Defined	2026-08-14
2026-03-31	$2,449,756	18,709	-1.5%	Shares	Defined	2026-05-15
2025-12-31	$2,225,349	18,986	+5.2%	Shares	Defined	2026-02-17
2025-09-30	$2,233,811	18,051	+5320.7%	Shares	Defined	2025-11-14
2022-12-31	$34,295	333	-90.7%	Shares	Defined	2023-02-14
2021-06-30	$354,306	3,589	0.0%	Shares	Defined	2021-08-16
2021-03-31	$346,446	3,589	-79.3%	Shares	Defined	2021-05-14
2020-12-31	$1,584,537	17,306	+8.7%	Shares	Defined	2021-04-13
2020-09-30	$1,410,495	15,927	+343.8%	Shares	Defined	2020-11-10
2020-06-30	$286,725	3,589	-26.6%	Shares	Defined	2020-08-13
2020-03-31	$395,260	4,887	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.