Strategic Blueprint’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
23,923
+2,000
+9% +$236K 0.14% 155
2025
Q1
$2.67M Buy
21,923
+1,183
+6% +$144K 0.15% 146
2024
Q4
$2.23M Buy
20,740
+632
+3% +$68.1K 0.13% 143
2024
Q3
$2.32M Sell
20,108
-1,308
-6% -$151K 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% +$109K 0.15% 143
2023
Q4
$1.99M Sell
20,488
-246
-1% -$23.9K 0.16% 138
2023
Q3
$1.83M Buy
20,734
+563
+3% +$49.7K 0.17% 135
2023
Q2
$1.81M Buy
20,171
+256
+1% +$23K 0.17% 126
2023
Q1
$1.92M Sell
19,915
-284
-1% -$27.4K 0.2% 119
2022
Q4
$2.08M Buy
20,199
+2,637
+15% +$272K 0.24% 107
2022
Q3
$1.63M Buy
17,562
+810
+5% +$75.4K 0.2% 121
2022
Q2
$1.8M Buy
16,752
+2,641
+19% +$283K 0.22% 112
2022
Q1
$1.58M Buy
14,111
+433
+3% +$48.4K 0.18% 118
2021
Q4
$1.44M Buy
13,678
+1,945
+17% +$204K 0.18% 119
2021
Q3
$1.15M Buy
11,733
+7,362
+168% +$718K 0.18% 123
2021
Q2
$431K Buy
4,371
+43
+1% +$4.24K 0.07% 245
2021
Q1
$418K Sell
4,328
-3,561
-45% -$344K 0.09% 197
2020
Q4
$722K Buy
7,889
+1,274
+19% +$117K 0.18% 111
2020
Q3
$586K Buy
6,615
+3,788
+134% +$336K 0.18% 104
2020
Q2
$226K Hold
2,827
0.08% 153
2020
Q1
$229K Buy
2,827
+311
+12% +$25.2K 0.13% 106
2019
Q4
$229K Hold
2,516
0.16% 81
2019
Q3
$241K Sell
2,516
-2,489
-50% -$238K 0.18% 62
2019
Q2
$442K Buy
5,005
+74
+2% +$6.54K 0.38% 46
2019
Q1
$444K Buy
4,931
+727
+17% +$65.5K 0.4% 47
2018
Q4
$363K Buy
+4,204
New +$363K 0.53% 36