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Blueprint Investment Partners’s Duke Energy DUK Stock Holding History

Blueprint Investment Partners’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 		– Sell
-10,464
Closed -$1.37M – 163
2026
Q1 		$1.37M Buy
+10,464
New +$1.31M 0.14% 86
2025
Q1 		– Sell
-4,416
Closed -$476K – 127
2024
Q4 		$476K Buy
4,416
+429
+11% +$48.6K 0.08% 128
2024
Q3 		$460K Sell
3,987
-229
-5% -$25.5K 0.08% 113
2024
Q2 		$423K Buy
+4,216
New +$422K 0.09% 89
2024
Q1 		– Sell
-2,370
Closed -$230K – 141
2023
Q4 		$230K Buy
+2,370
New +$216K 0.06% 123
2022
Q4 		– Sell
-3,834
Closed -$357K – 234
2022
Q3 		$357K Buy
3,834
+617
+19% +$66.3K 0.1% 92
2022
Q2 		$345K Buy
3,217
+982
+44% +$108K 0.09% 99
2022
Q1 		$250K Buy
2,235
+688
+44% +$71.5K 0.06% 146
2021
Q4 		$162K Buy
1,547
+262
+20% +$26.6K 0.04% 201
2021
Q3 		$125K Buy
+1,285
New +$133K 0.06% 166

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blueprint Investment Partners's DUK Position: Q2 2026 in Review

Blueprint Investment Partners sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 10,464 shares — an estimated $1.37M sold.

Blueprint Investment Partners first reported a position in DUK in Q3 2021 and held it in 10 quarters. The position peaked at $1.37M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Blueprint Investment Partners reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Blueprint Investment Partners sold 10,464 Duke Energy shares in Q2 2026, an estimated $1.37M.
  • Blueprint Investment Partners first reported a position in Duke Energy in Q3 2021 and held it in 10 quarters.
  • Blueprint Investment Partners's Duke Energy position peaked at $1.37M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.