OMIC
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Old Mission Investment Co’s Duke Energy DUK Stock Holding History

Old Mission Investment Co’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 		$217K Buy
1,717
+28
+2% +$3.53K 0.05% 154
2026
Q1 		$221K Buy
+1,689
New +$211K 0.05% 135
2025
Q4 		– Sell
-1,689
Closed -$209K – 135
2025
Q3 		$209K Buy
+1,689
New +$205K 0.05% 128

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 $3.38T AUM 44.17% 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

Old Mission Investment Co's DUK Position: Q2 2026 in Review

Old Mission Investment Co increased its Duke Energy (DUK) stake by 1.7% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,717 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #154.

Old Mission Investment Co first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Old Mission Investment Co held 1,717 shares of Duke Energy worth $217K as of Q2 2026.
  • Old Mission Investment Co bought 28 Duke Energy shares in Q2 2026, an estimated $3.53K.
  • Duke Energy made up 0.05% of Old Mission Investment Co's portfolio in Q2 2026, its #154 holding.
  • Old Mission Investment Co first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • Old Mission Investment Co's Duke Energy position peaked at $221K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.