Olistico Wealth, LLC
- SEC CIK
- 0001962695
- Latest filing
- Oct 5, 2026
DUK holding history
Duke Energy CORP in every 13F filed by Olistico Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DUK overviewAll 13F holders of DUKFull Q3 2026 holdings
- Shares (Q3 2026)
- 260
- Value
- $29.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 260 | $29.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2026 | 260 | $33.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 260 | $34.1K | <0.1% | −66−20.2% | Reduced | Holders |
| Q4 2025 | 326 | $38.3K | <0.1% | +326 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −510−100.0% | Sold out | Holders |
| Q2 2025 | 510 | $60.2K | <0.1% | +250+96.2% | Added | Holders |
| Q1 2025 | 260 | $31.8K | <0.1% | −20−7.1% | Reduced | Holders |
| Q4 2024 | 280 | $30.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 280 | $32.3K | <0.1% | −20−6.7% | Reduced | Holders |
| Q2 2024 | 300 | $30.1K | <0.1% | +300 | New | Holders |