Blueprint Investment Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,416
| Closed | -$476K | – | 127 |
|
|
2024
Q4 | $476K | Buy |
4,416
+429
| +11% | +$46.2K | 0.08% | 128 |
|
|
2024
Q3 | $460K | Sell |
3,987
-229
| -5% | -$26.4K | 0.08% | 113 |
|
|
2024
Q2 | $423K | Buy |
+4,216
| New | +$423K | 0.09% | 89 |
|
|
2024
Q1 | – | Sell |
-2,370
| Closed | -$230K | – | 141 |
|
|
2023
Q4 | $230K | Buy |
+2,370
| New | +$230K | 0.06% | 123 |
|
|
2022
Q4 | – | Sell |
-3,834
| Closed | -$357K | – | 234 |
|
|
2022
Q3 | $357K | Buy |
3,834
+617
| +19% | +$57.5K | 0.1% | 92 |
|
|
2022
Q2 | $345K | Buy |
3,217
+982
| +44% | +$105K | 0.09% | 99 |
|
|
2022
Q1 | $250K | Buy |
2,235
+688
| +44% | +$77K | 0.06% | 146 |
|
|
2021
Q4 | $162K | Buy |
1,547
+262
| +20% | +$27.5K | 0.04% | 201 |
|
|
2021
Q3 | $125K | Buy |
+1,285
| New | +$125K | 0.06% | 166 |
|