Aldebaran Financial’s Duke Energy DUK Stock Holding History

Aldebaran Financial’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$417K	Hold	3,535	–	–	0.46%	47
2025 Q1	$431K	Sell	3,535 -13	-0.4%	-$1.59K	0.53%	47
2024 Q4	$382K	Buy	3,548 +23	+0.7%	+$2.48K	0.45%	55
2024 Q3	$406K	Sell	3,525 -200	-5%	-$23.1K	0.48%	47
2024 Q2	$373K	Hold	3,725	–	–	0.49%	41
2024 Q1	$360K	Sell	3,725 -325	-8%	-$31.4K	0.51%	45
2023 Q4	$393K	Sell	4,050 -33	-0.8%	-$3.2K	0.58%	43
2023 Q3	$360K	Sell	4,083 -300	-7%	-$26.5K	0.56%	43
2023 Q2	$393K	Buy	4,383 +19	+0.4%	+$1.71K	0.53%	47
2023 Q1	$421K	Sell	4,364 -4,336	-50%	-$418K	0.54%	50
2022 Q4	$896K	Hold	8,700	–	–	0.96%	32
2022 Q3	$815K	Buy	8,700 +230	+3%	+$21.5K	0.9%	36
2022 Q2	$921K	Sell	8,470 -176	-2%	-$19.1K	0.97%	34
2022 Q1	$965K	Buy	8,646 +1,465	+20%	+$164K	0.75%	39
2021 Q4	$753K	Buy	7,181 +86	+1%	+$9.02K	0.56%	46
2021 Q3	$692K	Buy	7,095 +562	+9%	+$54.8K	0.56%	47
2021 Q2	$651K	Buy	6,533 +754	+13%	+$75.1K	0.53%	46
2021 Q1	$558K	Sell	5,779 -480	-8%	-$46.3K	0.49%	48
2020 Q4	$573K	Buy	6,259 +5	+0.1%	+$458	0.53%	46
2020 Q3	$554K	Buy	6,254 +24	+0.4%	+$2.13K	0.58%	46
2020 Q2	$498K	Sell	6,230 -7,806	-56%	-$624K	0.59%	51
2020 Q1	$1.14M	Buy	14,036 +102	+0.7%	+$8.25K	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%	+$19.5K	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%	-$13.2K	0.67%	56
2018 Q4	$929K	Buy	10,763 +3	+0%	+$259	0.71%	53
2018 Q3	$861K	Sell	10,760 -255	-2%	-$20.4K	0.56%	59
2018 Q2	$871K	Buy	11,015 +3	+0%	+$237	0.6%	56
2018 Q1	$853K	Buy	11,012 +4	+0%	+$310	0.57%	59
2017 Q4	$926K	Hold	11,008	–	–	0.62%	52
2017 Q3	$924K	Buy	11,008 +3	+0%	+$252	0.64%	51
2017 Q2	$920K	Buy	11,005 +268	+2%	+$22.4K	0.67%	47
2017 Q1	$881K	Sell	10,737 -266	-2%	-$21.8K	0.67%	48
2016 Q4	$854K	Buy	11,003 +689	+7%	+$53.5K	0.68%	52
2016 Q3	$826K	Buy	10,314 +2	+0%	+$160	0.65%	54
2016 Q2	$887K	Buy	10,312 +234	+2%	+$20.1K	0.71%	50
2016 Q1	$813K	Buy	10,078 +2	+0%	+$161	0.71%	48
2015 Q4	$717K	Sell	10,076 -1,592	-14%	-$113K	0.66%	49
2015 Q3	$839K	Sell	11,668 -74	-0.6%	-$5.32K	0.79%	43
2015 Q2	$829K	Buy	11,742 +261	+2%	+$18.4K	0.7%	49
2015 Q1	$882K	Buy	11,481 +1,727	+18%	+$133K	0.76%	48
2014 Q4	$815K	Sell	9,754 -269	-3%	-$22.5K	0.72%	53
2014 Q3	$749K	Sell	10,023 -3,697	-27%	-$276K	0.67%	50
2014 Q2	$1.02M	Sell	13,720 -149	-1%	-$11.1K	0.8%	43
2014 Q1	$988K	Buy	13,869 +600	+5%	+$42.7K	0.86%	39
2013 Q4	$916K	Buy	+13,269	New	+$916K	0.87%	39