ORC
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O'Rourke & Company’s Duke Energy DUK Stock Holding History

O'Rourke & Company’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$599K Buy
4,575
+11
+0.2% +$1.38K 0.24% 93
2025
Q4 		$535K Buy
4,564
+13
+0.3% +$1.59K 0.21% 96
2025
Q3 		$563K Buy
4,551
+11
+0.2% +$1.33K 0.24% 90
2025
Q2 		$536K Buy
4,540
+12
+0.3% +$1.42K 0.25% 89
2025
Q1 		$552K Buy
4,528
+13
+0.3% +$1.48K 0.27% 78
2024
Q4 		$486K Sell
4,515
-83
-2% -$9.4K 0.24% 87
2024
Q3 		$530K Buy
4,598
+11
+0.2% +$1.22K 0.27% 80
2024
Q2 		$460K Buy
4,587
+114
+3% +$11.4K 0.26% 79
2024
Q1 		$433K Buy
4,473
+100
+2% +$9.49K 0.25% 84
2023
Q4 		$424K Buy
4,373
+13
+0.3% +$1.18K 0.27% 79
2023
Q3 		$385K Buy
4,360
+474
+12% +$43.5K 0.28% 74
2023
Q2 		$349K Sell
3,886
-264
-6% -$24.9K 0.24% 88
2023
Q1 		$400K Sell
4,150
-119
-3% -$11.8K 0.3% 75
2022
Q4 		$440K Buy
4,269
+108
+3% +$10.4K 0.35% 68
2022
Q3 		$387K Buy
4,161
+197
+5% +$21.2K 0.34% 67
2022
Q2 		$425K Sell
3,964
-329
-8% -$36.2K 0.36% 66
2022
Q1 		$479K Buy
4,293
+46
+1% +$4.78K 0.33% 69
2021
Q4 		$446K Buy
+4,247
New +$431K 0.3% 67

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

O'Rourke & Company's DUK Position: Q1 2026 in Review

O'Rourke & Company increased its Duke Energy (DUK) stake by 0.24% in Q1 2026, buying an estimated $1.38K and bringing the position to 4,575 shares worth $599K. The position accounts for 0.24% of the portfolio, ranked #93.

O'Rourke & Company first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • O'Rourke & Company held 4,575 shares of Duke Energy worth $599K as of Q1 2026.
  • O'Rourke & Company bought 11 Duke Energy shares in Q1 2026, an estimated $1.38K.
  • Duke Energy made up 0.24% of O'Rourke & Company's portfolio in Q1 2026, its #93 holding.
  • O'Rourke & Company first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.