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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
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 $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

OMC Financial Services's DUK Position: Q1 2026 in Review

OMC Financial Services increased its Duke Energy (DUK) stake by 0.09% in Q1 2026, buying an estimated $375 and bringing the position to 3,391 shares worth $444K. The position accounts for 0.17% of the portfolio, ranked #56.

OMC Financial Services first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • OMC Financial Services held 3,391 shares of Duke Energy worth $444K as of Q1 2026.
  • OMC Financial Services bought 3 Duke Energy shares in Q1 2026, an estimated $375.
  • Duke Energy made up 0.17% of OMC Financial Services's portfolio in Q1 2026, its #56 holding.
  • OMC Financial Services first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.