Duke Energy shares owned by Westwood Holdings
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 18k | 123.76 |
| 2022-12-31 | $34k | 333 | 102.10 |
| 2021-06-30 | $354k | 3.6k | 98.63 |
| 2021-03-31 | $346k | 3.6k | 96.41 |
| 2020-12-31 | $1.6M | 17k | 91.59 |
| 2020-09-30 | $1.4M | 16k | 88.59 |
| 2020-06-30 | $287k | 3.6k | 79.97 |
| 2020-03-31 | $395k | 4.9k | 80.83 |
| 2019-12-31 | $446k | 4.9k | 91.13 |
| 2019-09-30 | $458k | 4.8k | 95.88 |
| 2019-06-30 | $422k | 4.8k | 88.34 |
| 2017-06-30 | $181k | 2.2k | 83.45 |