Olistico Wealth »

Duke Energy shares owned by Olistico Wealth

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Olistico Wealth from 13F filings

Historical chart of Olistico Wealth investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Olistico Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 280 115.47
2024-06-30 $30k 300 100.37

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy