Blueprint Investment Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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