Fund Holdings

AEGON USA Investment Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
UBER TECHNOLOGIES INC(UBER)00001,687,1081.32%+1,687,108
GLOBAL PMTS INC(GPN)00001,585,8901.24%+1,585,890
DUKE ENERGY CORP NEW(DUK)00001,580,2681.24%+1,580,268
CENTERPOINT ENERGY INC(CNP)00001,337,3011.05%+1,337,301
PPL CAP FDG INC(PPL)00001,314,4231.03%+1,314,423
EVERGY INC(EVRG)00001,257,2680.98%+1,257,268
VENTAS RLTY LTD PARTNERSHIP(VTR)00001,131,5310.89%+1,131,531
SSGA ACTIVE ETF TR
ST STR BL LN ETF
026,300+26,30001,055,6820.83%+1,055,682
CMS ENERGY CORP(CMS)00001,022,6500.80%+1,022,650
NEXTERA ENERGY CAP HLDGS INC(NEE)0000861,6380.67%+861,638
SOUTHERN CO(SO)0000833,0930.65%+833,093
SOUTHERN CO(SO)014,530+14,5300750,4750.59%+750,475
WEC ENERGY GROUP INC(WEC)0000618,5000.48%+618,500
WEC ENERGY GROUP INC(WEC)0000602,5000.47%+602,500
AMERICAN WTR CAP CORP(AWK)0000498,9000.39%+498,900
MERITAGE HOMES CORP(MTH)0000457,4250.36%+457,425
PINNACLE WEST CAP CORP(PNW)0000400,7500.31%+400,750
ENVISTA HOLDINGS CORPORATION(NVST)0000386,8330.30%+386,833
CAPITAL SOUTHWEST CORP(CSWC)0000188,5150.15%+188,515
BLACKROCK CORPOR HI YLD FD I(HYT)20,00035,000+15,000178,000298,2000.23%+120,200
GRAFTECH INTL LTD SR NT015,000+15,0000101,7000.08%+101,700
NEXTERA ENERGY INC(NEE)8,0008,0000412,480449,1200.35%+36,640
CLEAR CHANNEL OUTDOOR HLDGS(CCO)88,59288,5920195,788209,9630.16%+14,175
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
4,9204,9200369,246369,9350.29%+689
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
13,50013,5000792,855790,2900.62%-2,565
ISHARES TR5,5755,5750449,512443,5470.35%-5,965
EATON VANCE FLOATING RATE IN17,76817,7680200,601190,6510.15%-9,950
WESTERN ASSET HIGH INCOM FD60,61460,6140252,154241,2440.19%-10,910
EATON VANCE SR FLTNG RTE TR
COM
24,12024,1200268,697254,2250.20%-14,472
VANGUARD INDEX FDS9579570466,882418,0080.33%-48,874
IHEARTMEDIA INC46,76446,7640194,538136,5510.11%-57,987
VANGUARD BD INDEX FDS41,00140,267-7343,036,9442,965,2622.32%-71,682
HIGHLAND OPPS & INCOME FD88,16879,431-8,737527,245453,5510.35%-73,694
BANK AMERICA CORP2,2482,24802,809,1572,679,0542.10%-130,103
WELLS FARGO & CO(WFC)0003,481,4033,312,6982.59%-168,705
CAPITAL SOUTHWEST CORP(CSWC)000182,6880-182,688
RACKSPACE TECHNOLOGY INC(RXT)200,0000-200,000194,1800-194,180
FIRST TR SR FLTG RATE INCOME30,0170-30,017302,2710-302,271
ARES MANAGEMENT CORPORATION(ARES)22,70022,70001,142,037823,5560.64%-318,481
PINNACLE WEST CAP CORP(PNW)000373,6250-373,625
ENVISTA HOLDINGS CORPORATION(NVST)000373,9130-373,913
APOLLO GLOBAL MGMT INC(APO)22,71322,71301,710,7431,330,0731.04%-380,670
KKR & CO INC(KKR)37,40037,40001,932,8321,497,1221.17%-435,710
MERITAGE HOMES CORP(MTH)000467,1610-467,161
AMERICAN WTR CAP CORP(AWK)000497,9000-497,900
WEC ENERGY GROUP INC(WEC)000564,7500-564,750
WEC ENERGY GROUP INC(WEC)000583,2500-583,250
INVESCO EXCH TRADED FD TR II
SR LN ETF
63,00031,500-31,5001,323,000642,9150.50%-680,085
NEXTERA ENERGY CAP HLDGS INC(NEE)000770,6610-770,661
ALLIANT ENERGY CORP(LNT)000775,0940-775,094
SOUTHERN CO(SO)000800,2500-800,250
CMS ENERGY CORP(CMS)000967,8980-967,898
EXPEDIA GROUP INC(EXPE)000983,8710-983,871
VENTAS RLTY LTD PARTNERSHIP(VTR)0001,074,5320-1,074,532
EVERGY INC(EVRG)0001,134,2440-1,134,244
PPL CAP FDG INC(PPL)0001,231,3950-1,231,395
CENTERPOINT ENERGY INC(CNP)0001,234,5620-1,234,562
DUKE ENERGY CORP NEW(DUK)0001,477,0200-1,477,020
GLOBAL PMTS INC(GPN)0001,614,6000-1,614,600
SSGA ACTIVE ETF TR
ST STR BL LN ETF
42,3000-42,3001,745,7210-1,745,721
UBER TECHNOLOGIES INC(UBER)0001,819,6910-1,819,691
FORD MTR CO(F)0001,918,1100-1,918,110
WW INTL INC182,286203,652+21,3665,325,4852,798,1782.19%-2,527,307
VANGUARD INDEX FDS284,368280,031-4,33795,340,05989,836,74570.29%-5,503,314
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