Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAldebaran Financial Inc.
Latest Disclosed Ownership3,460 shares
Latest Disclosed Value $ 453,052
Aldebaran Financial Inc. reports 3.75% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Aldebaran Financial Inc. filed a 13F-HR form disclosing ownership of 3,460 shares of Duke Energy Corporation (US:DUK) valued at $453,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,335 shares of Duke Energy Corporation. This represents a change in shares of 3.75% during the quarter. The current value of the position is $418,798 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,460 125 3.75 453 15.56 0.4303
2026-01-23 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,335 -100 -2.91 392 -7.76 0.3632
2025-11-19 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,435 -100 -2.83 425 1.92 0.4253
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,535 0 0.00 417 -3.25 0.4616
2025-05-08 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,535 -13 -0.37 431 12.83 0.5269
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,548 23 0.65 382 -5.91 0.4466
2024-11-21 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,525 -200 -5.37 406 8.85 0.4791
2024-08-22 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,725 0 0.00 373 3.61 0.4893
2024-05-13 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,725 -325 -8.02 360 -8.40 0.5093
2024-02-01 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,050 -33 -0.81 393 9.17 0.5795
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,083 -300 -6.84 360 -8.40 0.5623
2023-07-25 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,383 19 0.44 393 -6.43 0.5342
2023-04-24 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,364 -4,336 -49.84 421 -53.12 0.5430
2023-03-06 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,700 0 0.00 896 9.94 0.9628
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,700 230 2.72 815 -11.51 0.8951
2022-08-01 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,470 -176 -2.04 921 -4.56 0.9739
2022-04-18 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,646 1,465 20.40 965 28.15 0.7498
2022-02-16 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,181 86 1.21 753 8.82 0.5560
2021-10-21 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,095 562 8.60 692 6.30 0.5591
2021-07-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,533 754 13.05 651 16.67 0.5349
2021-05-03 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,779 -480 -7.67 558 -2.62 0.4924
2021-02-05 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,259 5 0.08 573 3.43 0.5332
2020-10-19 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,254 24 0.39 554 11.24 0.5758
2020-07-20 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,230 -7,806 -55.61 498 -56.12 0.5851
2020-04-24 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,036 102 0.73 1,135 -10.70 1.1080
2020-02-10 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,934 -12 -0.09 1,271 -5.22 0.9651
2019-10-21 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,946 203 1.48 1,341 10.55 0.8951
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,743 3,127 29.46 1,213 27.02 0.8380
2019-04-23 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,616 -147 -1.37 955 2.80 0.6716
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,763 3 0.03 929 7.90 0.7070
2018-11-08 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,760 -255 -2.32 861 -1.15 0.5588
2018-08-10 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,015 3 0.03 871 2.11 0.5979
2018-05-12 2018-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 11,012 4 0.04 853 -7.88 0.5721
2018-04-24 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,012 4 853
2018-03-02 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,008 0 0.00 926 0.22 0.6153
2017-11-17 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,008 3 0.03 924 0.43 0.6374
2017-08-28 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,005 268 2.50 920 4.43 0.6709
2017-06-16 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,737 -266 -2.42 881 3.16 0.6704
2017-03-23 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,003 689 6.68 854 3.39 0.6761
2016-12-16 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,314 2 0.02 826 -6.88 0.6548
2016-08-25 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,312 234 2.32 887 9.10 0.7128
2016-05-16 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,078 2 0.02 813 13.39 0.7092
2016-02-17 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,076 -1,592 -13.64 717 -14.54 0.6640
2015-11-13 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,668 -74 -0.63 839 1.21 0.7927
2015-08-17 2015-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 11,742 261 2.27 829 -6.01 0.6993
2015-08-14 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,742 829
2015-06-02 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,481 1,727 17.71 882 8.22 0.7567
2015-02-13 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,754 -269 -2.68 815 8.81 0.7161
2014-11-14 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,023 -3,697 -26.95 749 -26.42 0.6697
2014-08-15 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,720 -149 -1.07 1,018 3.04 0.8014
2014-05-16 2014-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 13,869 600 4.52 988 7.86 0.8631
2014-05-15 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,000 988
2014-02-13 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,269 13,269 916 0.8710
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.