Omnistar Financial Group Q2 2026 Portfolio Activity: Focus on Utilities, Energy, ETFs
Omnistar Financial Group increased its positions in Duke Energy (DUK), Southern Company (SO), and Exxon Mobil (XOM) this quarter while reducing holdings of Cisco Systems (CSCO). The investor also added new stakes in Host Hotels (HST) and NEXTERA Energy.
According to the latest filing from Omnistar Financial Group, Inc., significant changes occurred in its portfolio during Q2 2026. The investment firm demonstrated substantial buying activity across several sectors, particularly favoring utilities and energy stocks.
Among the most notable purchases were stakes in Duke Energy Corp (DUK) and Southern Co (SO). Omnistar increased its holdings of DUK by a massive +53.67%, acquiring an additional 11,343 shares during this period. Similarly, SO saw a huge increase of +960.24% in the quarter, with the investor adding another 37,968 shares to their position.
Exxon Mobil Corp (XOM) also received significant attention from Omnistar, which boosted its stake by +137.32%. This substantial increase involved acquiring an extra 7,443 shares of the energy giant this quarter. Furthermore, NEXTERA Energy Inc (NEE), another utility stock, was added to the portfolio with a notable initial purchase.
Turning towards Exchange Traded Funds and similar products, Omnistar showed strong buying interest in several fixed-income related assets during Q2 2026. The investor significantly increased their position in CTA (SIMPLIFY ETF) by +7.52%, acquiring an extra 29,649 shares. Similarly, FBND (FIDELITY MERRIMACK STR TR) saw a large increase of +7.44% with the addition of another 14,650 shares.
Additionally, Omnistar purchased PYLD (PIMCO ETF TR), FIVA (FIDELITY COVINGTON TRUST), and FLDR (FIDELITY MERRIMACK STR TR). The investor added PYLD with a +7.75% increase in shares, acquired more of the FIDUCIAL UCITS fund FBND (+7.44%), increased their stake in FIVA (+6.85%) through Simplify ETFs, and initiated a position in FLDR (FIDELITY MERRIMACK STR TR) which now holds 0.13% allocation.
Conversely, the investor reduced their exposure to Technology stocks significantly during Q2 2026. Cisco Systems Inc (CSCO) experienced a sharp decline of -51.91%, with Omnistar selling off 23,114 shares from their position. This reduction reflects a clear shift away from high-tech equities this quarter.
Overall, the portfolio shows diversification into utilities and energy sectors while trimming Technology holdings. The investor also expanded their ETF/UCITS allocation considerably during Q2 2026.