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 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Olistico Wealth's DUK Position: Q2 2026 in Review

Olistico Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 260 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #186.

Olistico Wealth first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.2K in Q2 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Olistico Wealth held 260 shares of Duke Energy worth $33K as of Q2 2026.
Olistico Wealth left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #186 holding.
Olistico Wealth first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Duke Energy position peaked at $60.2K in Q2 2025.
813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.