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 |
|