Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$437,966
-$15,086 QoQ
Shares Held
3,460
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,567
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aldebaran Financial Inc. holds $914,603 across 3 Utilities - Regulated Electric names. DUK ranks #1 (47.9% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,966 | 3,460 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $453,052 | 3,460 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $390,895 | 3,335 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $425,081 | 3,435 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $417,130 | 3,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,163 | 3,535 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $382,261 | 3,548 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $406,432 | 3,525 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $373,356 | 3,725 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $360,244 | 3,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $393,012 | 4,050 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $360,365 | 4,083 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $393,330 | 4,383 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $420,995 | 4,364 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $896,013 | 8,700 | Shares | Sole | 2023-03-06 | |
| 2022-09-30 | $809,274 | 8,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $908,068 | 8,470 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $965,412 | 8,646 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $753,286 | 7,181 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $692,401 | 7,095 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $644,937 | 6,533 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $557,846 | 5,779 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $573,074 | 6,259 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $553,854 | 6,254 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $497,714 | 6,230 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,135,231 | 14,036 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||