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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sone Capital Management's DUK Position: Q1 2026 in Review

Sone Capital Management increased its Duke Energy (DUK) stake by 56% in Q1 2026, buying an estimated $2.16M and bringing the position to 48,438 shares worth $6.34M. The position accounts for 0.53% of the portfolio, ranked #65.

Sone Capital Management first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.1M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Sone Capital Management held 48,438 shares of Duke Energy worth $6.34M as of Q1 2026.
Sone Capital Management bought 17,309 Duke Energy shares in Q1 2026, an estimated $2.16M.
Duke Energy made up 0.53% of Sone Capital Management's portfolio in Q1 2026, its #65 holding.
Sone Capital Management first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
Sone Capital Management's Duke Energy position peaked at $20.1M in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.