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OMC Financial Services’s Duke Energy DUK Stock Holding History

OMC Financial Services’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 		$430K Buy
3,395
+4
+0.1% +$505 0.14% 56
2026
Q1 		$444K Buy
3,391
+3
+0.1% +$375 0.17% 56
2025
Q4 		$397K Buy
3,388
+3
+0.1% +$366 0.15% 56
2025
Q3 		$419K Buy
3,385
+4
+0.1% +$485 0.16% 57
2025
Q2 		$399K Buy
3,381
+3
+0.1% +$354 0.16% 58
2025
Q1 		$412K Buy
3,378
+4
+0.1% +$456 0.18% 55
2024
Q4 		$364K Buy
3,374
+7
+0.2% +$793 0.15% 56
2024
Q3 		$337K Hold
3,367
– – 0.16% 56
2024
Q2 		$337K Buy
3,367
+4
+0.1% +$400 0.16% 56
2024
Q1 		$325K Buy
+3,363
New +$319K 0.17% 55

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

OMC Financial Services's DUK Position: Q2 2026 in Review

OMC Financial Services increased its Duke Energy (DUK) stake by 0.12% in Q2 2026, buying an estimated $505 and bringing the position to 3,395 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #56.

OMC Financial Services first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $444K in Q1 2026. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • OMC Financial Services held 3,395 shares of Duke Energy worth $430K as of Q2 2026.
  • OMC Financial Services bought 4 Duke Energy shares in Q2 2026, an estimated $505.
  • Duke Energy made up 0.14% of OMC Financial Services's portfolio in Q2 2026, its #56 holding.
  • OMC Financial Services first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • OMC Financial Services's Duke Energy position peaked at $444K in Q1 2026.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.