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 Q3	–	Sell	-3,395	Closed	-$430K	–	39
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

OMC Financial Services's DUK Position: Q3 2026 in Review

OMC Financial Services sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 3,395 shares — an estimated $430K sold.

OMC Financial Services first reported a position in DUK in Q1 2024 and held it in 10 quarters. The position peaked at $444K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

OMC Financial Services reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
OMC Financial Services sold 3,395 Duke Energy shares in Q3 2026, an estimated $430K.
OMC Financial Services first reported a position in Duke Energy in Q1 2024 and held it in 10 quarters.
OMC Financial Services's Duke Energy position peaked at $444K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.