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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $896K | Hold |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $921K | Sell |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $573K | Buy |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $955K | Sell |
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|
2018
Q4 | $929K | Buy |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $871K | Buy |
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|
2018
Q1 | $853K | Buy |
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|
2017
Q4 | $926K | Hold |
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|
2017
Q3 | $924K | Buy |
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|
2017
Q2 | $920K | Buy |
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|
2017
Q1 | $881K | Sell |
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|
2016
Q4 | $854K | Buy |
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|
2016
Q3 | $826K | Buy |
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|
2016
Q2 | $887K | Buy |
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|
2016
Q1 | $813K | Buy |
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|
2015
Q4 | $717K | Sell |
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|
2015
Q3 | $839K | Sell |
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|
2015
Q2 | $829K | Buy |
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|
2015
Q1 | $882K | Buy |
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|
2014
Q4 | $815K | Sell |
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|
2014
Q3 | $749K | Sell |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $988K | Buy |
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|
2013
Q4 | $916K | Buy |
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