Orion Porfolio Solutions, LLC

Position in DUK — Duke Energy CORP

CIK 1360533 OMAHA, NE

Position in DUK

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$20,107,669

+$1,000,799 QoQ

Shares Held

153,564

-5.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Utilities · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. DUK ranks #1 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	153,564	$20,107,669
2	SO	Southern Co	195,825	$18,901,029
3	D	Dominion Energy, Inc	230,064	$14,222,555
4	NEE	Nextera Energy Inc	131,126	$12,178,982
5	LNT	Alliant Energy Corp	99,509	$7,140,765
6	EVRG	Evergy, Inc.	76,531	$6,269,419
7	AEP	American Electric Power Co Inc	47,407	$6,214,108
8	WEC	Wec Energy Group, Inc.	52,800	$6,112,655

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,107,669	153,564	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$19,106,870	163,014	+1.2%	Shares	Sole	2026-02-12
2025-09-30	$19,925,358	161,013	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$18,999,416	161,012	+2.2%	Shares	Sole	2025-08-27
2025-03-31	$19,214,421	157,534	+2.8%	Shares	Sole	2025-08-01
2024-12-31	$16,512,663	153,264	+1.3%	Shares	Sole	2025-08-01
2024-09-30	$17,447,541	151,323	-5.3%	Shares	Sole	2025-07-31
2024-06-30	$16,016,252	159,795	+1.1%	Shares	Sole	2025-07-31
2024-03-31	$15,289,560	158,097	-2.0%	Shares	Sole	2025-07-31
2023-12-31	$15,658,374	161,360	+4.6%	Shares	Sole	2025-07-31
2023-09-30	$13,619,135	154,307	+11.0%	Shares	Sole	2025-07-31
2023-06-30	$12,479,962	139,068	+14.5%	Shares	Sole	2025-07-31
2023-03-31	$11,717,535	121,463	+27.8%	Shares	Sole	2025-07-31
2022-12-31	$9,786,830	95,027	-3.9%	Shares	Sole	2023-02-06
2022-09-30	$9,193,724	98,836	-2.6%	Shares	Sole	2022-11-01
2022-06-30	$10,883,423	101,515	-8.1%	Shares	Sole	2022-07-18
2022-03-31	$12,331,507	110,438	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$11,453,191	109,182	+7.1%	Shares	Sole	2022-02-08
2021-09-30	$9,953,301	101,991	0.0%	Shares	Sole	2021-11-08
2021-06-30	$10,068,551	101,991	+25.9%	Shares	Sole	2021-08-03
2021-03-31	$7,822,694	81,039	+248.3%	Shares	Sole	2021-05-12
2020-12-31	$2,130,418	23,268	-60.5%	Shares	Sole	2021-02-16
2020-09-30	$5,218,043	58,921	+1855.6%	Shares	Sole	2020-12-03
2020-06-30	$240,708	3,013	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.