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Orion Porfolio Solutions, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on DUK, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 152,002 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,002 shares
    Change vs previous 13F -1,562 shares

    0.15% of the 13F portfolio, value $19,240,428.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 153,564 shares
    Change vs previous 13F -9,450 shares

    0.17% of the 13F portfolio, value $20,107,616.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 163,014 shares
    Change vs previous 13F +2,001 shares

    0.14% of the 13F portfolio, value $19,106,835.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 161,013 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $19,925,445.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 161,012 shares
    Change vs previous 13F +3,478 shares

    0.16% of the 13F portfolio, value $18,999,438.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 157,534 shares
    Change vs previous 13F +4,270 shares

    0.19% of the 13F portfolio, value $19,214,482.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 153,264 shares
    Change vs previous 13F +1,941 shares

    0.16% of the 13F portfolio, value $16,512,683.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 151,323 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $17,447,571.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).