Aldebaran Financial’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 | $453K | Buy |
3,460
+125
| +4% | +$15.6K | 0.43% | 49 |
|
|
2025
Q4 | $392K | Sell |
3,335
-100
| -3% | -$12.2K | 0.36% | 53 |
|
|
2025
Q3 | $425K | Sell |
3,435
-100
| -3% | -$12.1K | 0.43% | 50 |
|
|
2025
Q2 | $417K | Hold |
3,535
| – | – | 0.46% | 47 |
|
|
2025
Q1 | $431K | Sell |
3,535
-13
| -0.4% | -$1.48K | 0.53% | 47 |
|
|
2024
Q4 | $382K | Buy |
3,548
+23
| +0.7% | +$2.61K | 0.45% | 55 |
|
|
2024
Q3 | $406K | Sell |
3,525
-200
| -5% | -$22.3K | 0.48% | 47 |
|
|
2024
Q2 | $373K | Hold |
3,725
| – | – | 0.49% | 41 |
|
|
2024
Q1 | $360K | Sell |
3,725
-325
| -8% | -$30.8K | 0.51% | 45 |
|
|
2023
Q4 | $393K | Sell |
4,050
-33
| -0.8% | -$3K | 0.58% | 43 |
|
|
2023
Q3 | $360K | Sell |
4,083
-300
| -7% | -$27.5K | 0.56% | 43 |
|
|
2023
Q2 | $393K | Buy |
4,383
+19
| +0.4% | +$1.79K | 0.53% | 47 |
|
|
2023
Q1 | $421K | Sell |
4,364
-4,336
| -50% | -$428K | 0.54% | 50 |
|
|
2022
Q4 | $896K | Hold |
8,700
| – | – | 0.96% | 32 |
|
|
2022
Q3 | $815K | Buy |
8,700
+230
| +3% | +$24.7K | 0.9% | 36 |
|
|
2022
Q2 | $921K | Sell |
8,470
-176
| -2% | -$19.4K | 0.97% | 34 |
|
|
2022
Q1 | $965K | Buy |
8,646
+1,465
| +20% | +$152K | 0.75% | 39 |
|
|
2021
Q4 | $753K | Buy |
7,181
+86
| +1% | +$8.72K | 0.56% | 46 |
|
|
2021
Q3 | $692K | Buy |
7,095
+562
| +9% | +$58.2K | 0.56% | 47 |
|
|
2021
Q2 | $651K | Buy |
6,533
+754
| +13% | +$75.7K | 0.53% | 46 |
|
|
2021
Q1 | $558K | Sell |
5,779
-480
| -8% | -$43.8K | 0.49% | 48 |
|
|
2020
Q4 | $573K | Buy |
6,259
+5
| +0.1% | +$463 | 0.53% | 46 |
|
|
2020
Q3 | $554K | Buy |
6,254
+24
| +0.4% | +$1.98K | 0.58% | 46 |
|
|
2020
Q2 | $498K | Sell |
6,230
-7,806
| -56% | -$660K | 0.59% | 51 |
|
|
2020
Q1 | $1.14M | Buy |
14,036
+102
| +0.7% | +$9.37K | 1.11% | 27 |
|
|
2019
Q4 | $1.27M | Sell |
13,934
-12
| -0.1% | -$1.1K | 0.97% | 40 |
|
|
2019
Q3 | $1.34M | Buy |
13,946
+203
| +1% | +$18.5K | 0.9% | 42 |
|
|
2019
Q2 | $1.21M | Buy |
13,743
+3,127
| +29% | +$276K | 0.84% | 45 |
|
|
2019
Q1 | $955K | Sell |
10,616
-147
| -1% | -$13K | 0.67% | 56 |
|
|
2018
Q4 | $929K | Buy |
10,763
+3
| +0% | +$255 | 0.71% | 53 |
|
|
2018
Q3 | $861K | Sell |
10,760
-255
| -2% | -$20.6K | 0.56% | 59 |
|
|
2018
Q2 | $871K | Buy |
11,015
+3
| +0% | +$231 | 0.6% | 56 |
|
|
2018
Q1 | $853K | Buy |
11,012
+4
| +0% | +$309 | 0.57% | 59 |
|
|
2017
Q4 | $926K | Hold |
11,008
| – | – | 0.62% | 52 |
|
|
2017
Q3 | $924K | Buy |
11,008
+3
| +0% | +$257 | 0.64% | 51 |
|
|
2017
Q2 | $920K | Buy |
11,005
+268
| +2% | +$22.5K | 0.67% | 47 |
|
|
2017
Q1 | $881K | Sell |
10,737
-266
| -2% | -$21.1K | 0.67% | 48 |
|
|
2016
Q4 | $854K | Buy |
11,003
+689
| +7% | +$52.8K | 0.68% | 52 |
|
|
2016
Q3 | $826K | Buy |
10,314
+2
| +0% | +$166 | 0.65% | 54 |
|
|
2016
Q2 | $887K | Buy |
10,312
+234
| +2% | +$18.7K | 0.71% | 50 |
|
|
2016
Q1 | $813K | Buy |
10,078
+2
| +0% | +$151 | 0.71% | 48 |
|
|
2015
Q4 | $717K | Sell |
10,076
-1,592
| -14% | -$112K | 0.66% | 49 |
|
|
2015
Q3 | $839K | Sell |
11,668
-74
| -0.6% | -$5.36K | 0.79% | 43 |
|
|
2015
Q2 | $829K | Buy |
11,742
+261
| +2% | +$19.7K | 0.7% | 49 |
|
|
2015
Q1 | $882K | Buy |
11,481
+1,727
| +18% | +$140K | 0.76% | 48 |
|
|
2014
Q4 | $815K | Sell |
9,754
-269
| -3% | -$21.7K | 0.72% | 53 |
|
|
2014
Q3 | $749K | Sell |
10,023
-3,697
| -27% | -$270K | 0.67% | 50 |
|
|
2014
Q2 | $1.02M | Sell |
13,720
-149
| -1% | -$10.7K | 0.8% | 43 |
|
|
2014
Q1 | $988K | Buy |
13,869
+600
| +5% | +$41.8K | 0.86% | 39 |
|
|
2013
Q4 | $916K | Buy |
+13,269
| New | +$929K | 0.87% | 39 |
|
Other funds holding DUK
VCM
VPM
Aldebaran Financial's DUK Position: Q1 2026 in Review
Aldebaran Financial increased its Duke Energy (DUK) stake by 3.7% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,460 shares worth $453K. The position accounts for 0.43% of the portfolio, ranked #49.
Aldebaran Financial first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.34M in Q3 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Aldebaran Financial held 3,460 shares of Duke Energy worth $453K as of Q1 2026.
- Aldebaran Financial bought 125 Duke Energy shares in Q1 2026, an estimated $15.6K.
- Duke Energy made up 0.43% of Aldebaran Financial's portfolio in Q1 2026, its #49 holding.
- Aldebaran Financial first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
- Aldebaran Financial's Duke Energy position peaked at $1.34M in Q3 2019.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.