Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTWOOD HOLDINGS GROUP INC on NEE, newest first. How the timeline and the estimate are built.

WESTWOOD HOLDINGS GROUP INC held 476,755 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 476,755 shares
    Change vs previous 13F -352,346 shares

    0.32% of the 13F portfolio, value $41,844,773.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
    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 829,101 shares
    Change vs previous 13F -66,683 shares

    0.56% of the 13F portfolio, value $77,006,868.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
    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 895,784 shares
    Change vs previous 13F -75,766 shares

    0.58% of the 13F portfolio, value $71,913,540.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
    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 971,550 shares
    Change vs previous 13F -74,290 shares

    0.52% of the 13F portfolio, value $73,342,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
    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/A 1,045,840 shares
    Change vs previous 13F -132,936 shares

    0.52% of the 13F portfolio, value $72,602,213.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
    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 1,178,776 shares
    Change vs previous 13F +73,149 shares

    0.63% of the 13F portfolio, value $83,563,431.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
    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 1,105,627 shares
    Change vs previous 13F +64,550 shares

    0.61% of the 13F portfolio, value $79,262,400.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
    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 1,041,077 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $88,002,239.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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