Orange Investment Advisors, Inc.

Position in DUK — Duke Energy CORP

CIK 943442 GOSHEN, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,275,492

-$386,364 QoQ

Shares Held

33,777

-5.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#564

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Utilities · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $9,652,819 across 4 Utilities - Regulated Electric names. DUK ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	33,777	$4,275,492
2	NEE	Nextera Energy Inc	38,900	$3,414,253
3	SO	Southern Co	18,133	$1,735,509
4	ED	Consolidated Edison Inc	2,057	$227,565

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,275,492	33,777	-5.1%	Shares	Sole	2026-07-21
2026-03-31	$4,661,856	35,603	-13.4%	Shares	Sole	2026-04-22
2025-12-31	$4,817,565	41,102	-5.3%	Shares	Sole	2026-02-06
2025-09-30	$5,370,378	43,397	+2.5%	Shares	Sole	2025-10-16
2025-06-30	$4,996,474	42,343	+115.0%	Shares	Sole	2025-07-21
2025-03-31	$2,401,711	19,691	+20.8%	Shares	Sole	2025-04-11
2024-12-31	$1,756,162	16,300	+0.8%	Shares	Sole	2025-01-10
2024-09-30	$1,864,631	16,172	-28.2%	Shares	Sole	2024-10-25
2024-06-30	$2,256,177	22,510	+25.8%	Shares	Sole	2024-07-02
2024-03-31	$1,731,109	17,900	-20.5%	Shares	Sole	2024-04-12
2023-12-31	$2,184,370	22,510	-29.0%	Shares	Sole	2024-01-12
2023-09-30	$2,797,400	31,695	-19.9%	Shares	Sole	2023-10-27
2023-06-30	$3,550,204	39,561	-14.5%	Shares	Sole	2023-07-17
2023-03-31	$4,466,175	46,296	-17.6%	Shares	Sole	2023-04-06
2022-12-31	$5,789,891	56,218	+3.6%	Shares	Sole	2023-02-01
2022-09-30	$5,046,428	54,251	+2.7%	Shares	Sole	2022-10-11
2022-06-30	$5,663,153	52,823	+4.3%	Shares	Sole	2022-07-18
2022-03-31	$5,656,137	50,655	+24.5%	Shares	Sole	2022-04-20
2021-12-31	$4,266,912	40,676	+2.0%	Shares	Sole	2022-01-24
2021-09-30	$3,893,548	39,897	+0.1%	Shares	Sole	2021-10-26
2021-06-30	$3,932,906	39,839	-1.4%	Shares	Sole	2021-07-07
2021-03-31	$3,901,163	40,414	-1.7%	Shares	Sole	2021-04-23
2020-12-31	$3,765,588	41,127	-2.0%	Shares	Sole	2021-01-15
2020-09-30	$3,715,357	41,953	-11.2%	Shares	Sole	2020-10-13
2020-06-30	$3,772,405	47,220	+0.8%	Shares	Sole	2020-07-07
2020-03-31	$3,787,125	46,824	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.