Sone Capital Management’s Duke Energy DUK Stock Holding History

Sone Capital Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8M	Buy	125,098 +76,660	+158%	+$9.67M	1.21%	35
2026 Q1	$6.34M	Buy	48,438 +17,309	+56%	+$2.16M	0.53%	65
2025 Q4	$3.65M	Buy	+31,129	New	+$3.8M	0.3%	85
2025 Q3	–	Sell	-60,688	Closed	-$7.16M	–	106
2025 Q2	$7.16M	Sell	60,688 -104,402	-63%	-$12.3M	0.66%	62
2025 Q1	$20.1M	Buy	165,090 +99,540	+152%	+$11.3M	2.07%	12
2024 Q4	$7.06M	Buy	+65,550	New	+$7.43M	0.89%	42

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sone Capital Management's DUK Position: Q2 2026 in Review

Sone Capital Management increased its Duke Energy (DUK) stake by 158% in Q2 2026, buying an estimated $9.67M and bringing the position to 125,098 shares worth $15.8M. The position accounts for 1.21% of the portfolio, ranked #35.

Sone Capital Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.1M in Q1 2025. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Sone Capital Management held 125,098 shares of Duke Energy worth $15.8M as of Q2 2026.
Sone Capital Management bought 76,660 Duke Energy shares in Q2 2026, an estimated $9.67M.
Duke Energy made up 1.21% of Sone Capital Management's portfolio in Q2 2026, its #35 holding.
Sone Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Sone Capital Management's Duke Energy position peaked at $20.1M in Q1 2025.
2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.