WHG
DUK icon

Westwood Holdings Group’s Duke Energy DUK Stock Holding History

Westwood Holdings Group’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59M Buy
20,471
+1,762
+9% +$222K 0.02% 315
2026
Q1 		$2.45M Sell
18,709
-277
-1% -$34.6K 0.02% 312
2025
Q4 		$2.23M Buy
18,986
+935
+5% +$114K 0.02% 326
2025
Q3 		$2.23M Buy
+18,051
New +$2.19M 0.02% 334
2023
Q1 		– Sell
-333
Closed -$34K – 515
2022
Q4 		$34K Buy
+333
New +$32K ﹤0.01% 532
2021
Q3 		– Sell
-3,589
Closed -$354K – 444
2021
Q2 		$354K Hold
3,589
– – ﹤0.01% 390
2021
Q1 		$346K Sell
3,589
-13,717
-79% -$1.25M ﹤0.01% 396
2020
Q4 		$1.58M Buy
17,306
+1,379
+9% +$128K 0.02% 306
2020
Q3 		$1.41M Buy
15,927
+12,338
+344% +$1.02M 0.02% 296
2020
Q2 		$287K Sell
3,589
-1,298
-27% -$110K ﹤0.01% 374
2020
Q1 		$395K Sell
4,887
-7
-0.1% -$643 0.01% 360
2019
Q4 		$446K Buy
4,894
+117
+2% +$10.7K ﹤0.01% 395
2019
Q3 		$458K Hold
4,777
– – 0.01% 376
2019
Q2 		$422K Buy
+4,777
New +$422K ﹤0.01% 405
2017
Q3 		– Sell
-2,169
Closed -$181K – 450
2017
Q2 		$181K Buy
+2,169
New +$182K ﹤0.01% 401

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Westwood Holdings Group's DUK Position: Q2 2026 in Review

Westwood Holdings Group increased its Duke Energy (DUK) stake by 9.4% in Q2 2026, buying an estimated $222K and bringing the position to 20,471 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #315.

Westwood Holdings Group first reported a position in DUK in Q2 2017 and has held it in 15 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Westwood Holdings Group held 20,471 shares of Duke Energy worth $2.59M as of Q2 2026.
  • Westwood Holdings Group bought 1,762 Duke Energy shares in Q2 2026, an estimated $222K.
  • Duke Energy made up 0.02% of Westwood Holdings Group's portfolio in Q2 2026, its #315 holding.
  • Westwood Holdings Group first reported a position in Duke Energy in Q2 2017 and has held it in 15 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.