Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,240,413
-$867,256 QoQ
Shares Held
152,002
-1.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#247
of 2,459 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. DUK ranks #1 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,240,413 | 152,002 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,107,669 | 153,564 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,106,870 | 163,014 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,925,358 | 161,013 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,999,416 | 161,012 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $19,214,421 | 157,534 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $16,512,663 | 153,264 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $17,447,541 | 151,323 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $16,016,252 | 159,795 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $15,289,560 | 158,097 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $15,658,374 | 161,360 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $13,619,135 | 154,307 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $12,479,962 | 139,068 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $11,717,535 | 121,463 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $9,786,830 | 95,027 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,193,724 | 98,836 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,883,423 | 101,515 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,331,507 | 110,438 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,453,191 | 109,182 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,953,301 | 101,991 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $10,068,551 | 101,991 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,822,694 | 81,039 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,130,418 | 23,268 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,218,043 | 58,921 | 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. | ||||||