O'ROURKE & COMPANY, Inc

Position in DUK — Duke Energy CORP

CIK 1911468 BOSTON, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$579,989

-$19,061 QoQ

Shares Held

4,582

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,391

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $1,580,820 across 3 Utilities - Regulated Electric names. DUK ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,582	$579,989
2	SO	Southern Co	5,745	$549,853
3	NGG	National Grid PLC	5,442	$450,978

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,989	4,582	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$599,050	4,575	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$534,946	4,564	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$563,186	4,551	+0.2%	Shares	Sole	2025-10-22
2025-06-30	$535,720	4,540	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$552,280	4,528	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$486,446	4,515	-1.8%	Shares	Sole	2025-02-13
2024-09-30	$530,149	4,598	+0.2%	Shares	Sole	2024-10-28
2024-06-30	$459,755	4,587	+2.5%	Shares	Sole	2024-07-18
2024-03-31	$432,583	4,473	+2.3%	Shares	Sole	2024-04-18
2023-12-31	$424,355	4,373	+0.3%	Shares	Sole	2024-01-24
2023-09-30	$384,813	4,360	+12.2%	Shares	Sole	2023-11-13
2023-06-30	$348,729	3,886	-6.4%	Shares	Sole	2023-07-25
2023-03-31	$400,350	4,150	-2.8%	Shares	Sole	2023-05-12
2022-12-31	$439,664	4,269	+2.6%	Shares	Sole	2023-02-13
2022-09-30	$387,056	4,161	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$424,980	3,964	-7.7%	Shares	Sole	2022-08-12
2022-03-31	$479,356	4,293	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$445,510	4,247	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.