Sone Capital Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$12.1M	2.07%	12
2024 Q4	$7.06M	Buy	+65,550	New	+$7.06M	0.89%	42