Orion Capital Management LLC

Position in DUK — Duke Energy CORP

CIK 1846758 CORONADO, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$20,126

-$693 QoQ

Shares Held

159

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,335

of 2,446 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Orion Capital Management LLC holds $209,786 across 7 Utilities - Regulated Electric names. DUK ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,077	$182,298
2	DUK	Duke Energy CORP This page	159	$20,126
3	EIX	Edison International	50	$3,722
4	SO	Southern Co	14	$1,339
5	EVRG	Evergy, Inc.	10	$864
6	PNW	Pinnacle West Capital Corp	7	$749
7	CMS	Cms Energy Corp	9	$688

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,126	159	0.0%	Shares	Sole	2026-08-18
2026-03-31	$20,819	159	0.0%	Shares	Sole	2026-05-14
2025-12-31	$18,636	159	0.0%	Shares	Sole	2026-02-03
2025-09-30	$19,676	159	-52.3%	Shares	Sole	2025-10-31
2025-06-30	$39,294	333	0.0%	Shares	Sole	2025-07-31
2025-03-31	$40,616	333	0.0%	Shares	Sole	2025-05-14
2024-12-31	$35,877	333	+109.4%	Shares	Sole	2025-02-18
2024-06-30	$15,936	159	0.0%	Shares	Sole	2024-08-14
2024-03-31	$15,376	159	0.0%	Shares	Sole	2024-05-10
2023-12-31	$15,429	159	0.0%	Shares	Sole	2024-02-06
2023-09-30	$14,033	159	+6.0%	Shares	Sole	2023-11-16
2023-03-31	$14,470	150	0.0%	Shares	Sole	2023-05-10
2022-12-31	$15,448	150	0.0%	Shares	Sole	2023-01-23
2022-09-30	$13,953	150	0.0%	Shares	Sole	2022-10-27
2022-06-30	$16,081	150	0.0%	Shares	Sole	2022-07-22
2022-03-31	$16,749	150	0.0%	Shares	Sole	2022-05-11
2021-12-31	$15,735	150	0.0%	Shares	Sole	2022-02-07
2021-09-30	$14,638	150	0.0%	Shares	Sole	2021-10-25
2021-06-30	$14,808	150	0.0%	Shares	Sole	2021-08-09
2021-03-31	$14,479	150	0.0%	Shares	Sole	2021-05-14
2020-12-31	$13,734	150	—	Shares	Sole	2021-02-23
No filing history on record for this holder in this stock.