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Olistico Wealth’s Duke Energy DUK Stock Holding History

Olistico Wealth’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 		$29.7K Hold
260
– – 0.01% 197
2026
Q2 		$33K Hold
260
– – 0.01% 186
2026
Q1 		$34.1K Sell
260
-66
-20% -$8.25K 0.02% 187
2025
Q4 		$38.3K Buy
+326
New +$39.8K 0.02% 178
2025
Q3 		– Sell
-510
Closed -$60.2K – 160
2025
Q2 		$60.2K Buy
510
+250
+96% +$29.5K 0.03% 151
2025
Q1 		$31.8K Sell
260
-20
-7% -$2.28K 0.02% 184
2024
Q4 		$30.2K Hold
280
– – 0.02% 189
2024
Q3 		$32.3K Sell
280
-20
-7% -$2.23K 0.02% 185
2024
Q2 		$30.1K Buy
+300
New +$30K 0.02% 187

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Olistico Wealth's DUK Position: Q3 2026 in Review

Olistico Wealth held its Duke Energy (DUK) position steady in Q3 2026 at 260 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Olistico Wealth first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $60.2K in Q2 2025. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Olistico Wealth held 260 shares of Duke Energy worth $29.7K as of Q3 2026.
  • Olistico Wealth left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #197 holding.
  • Olistico Wealth first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Duke Energy position peaked at $60.2K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.