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Koss-Olinger Consulting’s Duke Energy DUK Stock Holding History

Koss-Olinger Consulting’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
Q2 		$205K Buy
1,622
+11
+0.7% +$1.39K 0.02% 158
2026
Q1 		$211K Sell
1,611
-639
-28% -$79.9K 0.02% 243
2025
Q4 		$264K Sell
2,250
-166
-7% -$20.3K 0.02% 241
2025
Q3 		$285K Hold
2,416
– – 0.02% 269
2025
Q2 		$285K Buy
2,416
+3
+0.1% +$354 0.02% 272
2025
Q1 		$294K Buy
+2,413
New +$275K 0.02% 257
2024
Q4 		– Sell
-1,909
Closed -$220K – 215
2024
Q3 		$220K Buy
+1,909
New +$212K 0.02% 253
2022
Q2 		– Sell
-2,025
Closed -$226K – 194
2022
Q1 		$226K Buy
+2,025
New +$210K 0.04% 169

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Koss-Olinger Consulting's DUK Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Duke Energy (DUK) stake by 0.68% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,622 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #158.

Koss-Olinger Consulting first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. The position peaked at $294K in Q1 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Koss-Olinger Consulting held 1,622 shares of Duke Energy worth $205K as of Q2 2026.
  • Koss-Olinger Consulting bought 11 Duke Energy shares in Q2 2026, an estimated $1.39K.
  • Duke Energy made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #158 holding.
  • Koss-Olinger Consulting first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
  • Koss-Olinger Consulting's Duke Energy position peaked at $294K in Q1 2025.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.