Aldebaran Capital’s Duke Energy DUK Stock Holding History

Aldebaran Capital’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	$456K	Hold	3,600	–	–	0.34%	32
2026 Q1	$471K	Hold	3,600	–	–	0.36%	33
2025 Q4	$422K	Hold	3,600	–	–	0.38%	28
2025 Q3	$446K	Hold	3,600	–	–	0.41%	27
2025 Q2	$425K	Hold	3,600	–	–	0.42%	28
2025 Q1	$439K	Hold	3,600	–	–	0.42%	30
2024 Q4	$388K	Hold	3,600	–	–	0.37%	32
2024 Q3	$415K	Hold	3,600	–	–	0.38%	30
2024 Q2	$361K	Hold	3,600	–	–	0.34%	30
2024 Q1	$348K	Hold	3,600	–	–	0.33%	28
2023 Q4	$349K	Hold	3,600	–	–	0.36%	27
2023 Q3	$318K	Hold	3,600	–	–	0.32%	29
2023 Q2	$323K	Hold	3,600	–	–	0.33%	29
2023 Q1	$347K	Hold	3,600	–	–	0.35%	27
2022 Q4	$371K	Buy	+3,600	New	+$346K	0.38%	26

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aldebaran Capital's DUK Position: Q2 2026 in Review

Aldebaran Capital held its Duke Energy (DUK) position steady in Q2 2026 at 3,600 shares worth $456K. The position accounts for 0.34% of the portfolio, ranked #32.

Aldebaran Capital first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $471K in Q1 2026. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Aldebaran Capital held 3,600 shares of Duke Energy worth $456K as of Q2 2026.
Aldebaran Capital left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.34% of Aldebaran Capital's portfolio in Q2 2026, its #32 holding.
Aldebaran Capital first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
Aldebaran Capital's Duke Energy position peaked at $471K in Q1 2026.
2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aldebaran Capital's 13F filing for Q2 2026, filed 14 Aug 2026.