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Strategic Blueprint’s Duke Energy DUK Stock Holding History

Strategic Blueprint’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 		$2.65M Buy
20,938
+3,062
+17% +$386K 0.13% 162
2026
Q1 		$2.34M Buy
17,876
+406
+2% +$50.8K 0.14% 161
2025
Q4 		$2.05M Sell
17,470
-6,779
-28% -$828K 0.12% 167
2025
Q3 		$3M Buy
24,249
+326
+1% +$39.6K 0.13% 163
2025
Q2 		$2.82M Buy
23,923
+2,000
+9% +$236K 0.14% 155
2025
Q1 		$2.67M Buy
21,923
+1,183
+6% +$135K 0.15% 146
2024
Q4 		$2.23M Buy
20,740
+632
+3% +$71.6K 0.13% 143
2024
Q3 		$2.32M Sell
20,108
-1,308
-6% -$146K 0.14% 135
2024
Q2 		$2.15M Sell
21,416
-200
-0.9% -$20K 0.15% 134
2024
Q1 		$2.09M Buy
21,616
+1,128
+6% +$107K 0.15% 143
2023
Q4 		$1.99M Sell
20,488
-246
-1% -$22.4K 0.16% 138
2023
Q3 		$1.83M Buy
20,734
+563
+3% +$51.6K 0.17% 135
2023
Q2 		$1.81M Buy
20,171
+256
+1% +$24.2K 0.17% 126
2023
Q1 		$1.92M Sell
19,915
-284
-1% -$28.1K 0.2% 119
2022
Q4 		$2.08M Buy
20,199
+2,637
+15% +$253K 0.24% 107
2022
Q3 		$1.63M Buy
17,562
+810
+5% +$87K 0.2% 123
2022
Q2 		$1.8M Buy
16,752
+2,641
+19% +$290K 0.22% 114
2022
Q1 		$1.58M Buy
14,111
+433
+3% +$45K 0.18% 118
2021
Q4 		$1.44M Buy
13,678
+1,945
+17% +$197K 0.18% 119
2021
Q3 		$1.15M Buy
11,733
+7,362
+168% +$762K 0.18% 124
2021
Q2 		$431K Buy
4,371
+43
+1% +$4.32K 0.07% 250
2021
Q1 		$418K Sell
4,328
-3,561
-45% -$325K 0.09% 197
2020
Q4 		$722K Buy
7,889
+1,274
+19% +$118K 0.18% 111
2020
Q3 		$586K Buy
6,615
+3,788
+134% +$312K 0.18% 104
2020
Q2 		$226K Hold
2,827
– – 0.08% 153
2020
Q1 		$229K Buy
2,827
+311
+12% +$28.6K 0.13% 106
2019
Q4 		$229K Hold
2,516
– – 0.16% 81
2019
Q3 		$241K Sell
2,516
-2,489
-50% -$227K 0.18% 62
2019
Q2 		$442K Buy
5,005
+74
+2% +$6.54K 0.38% 46
2019
Q1 		$444K Buy
4,931
+727
+17% +$64.1K 0.4% 47
2018
Q4 		$363K Buy
+4,204
New +$358K 0.53% 36

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Strategic Blueprint's DUK Position: Q2 2026 in Review

Strategic Blueprint increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $386K and bringing the position to 20,938 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #162.

Strategic Blueprint first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $3M in Q3 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strategic Blueprint held 20,938 shares of Duke Energy worth $2.65M as of Q2 2026.
  • Strategic Blueprint bought 3,062 Duke Energy shares in Q2 2026, an estimated $386K.
  • Duke Energy made up 0.13% of Strategic Blueprint's portfolio in Q2 2026, its #162 holding.
  • Strategic Blueprint first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Strategic Blueprint's Duke Energy position peaked at $3M in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.