Sone Capital Management, LLC DUK — DUKE ENERGY CORP NEW

Ownership history in Sone Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

Sone Capital Management, LLC reported DUKE ENERGY CORP NEW (DUK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.07% in 2025 Q1. The latest visible filing shows DUK at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sone Capital Management, LLC's position in DUKE ENERGY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DUK was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page Sone Capital Management, LLC fund profile Sone Capital Management, LLC full holdings
How Sone Capital Management, LLC held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 125,098 +76,660 +158.3% 1.21% $15.8M 2026-08-14 $123.92
2026 Q1 ADDED — — — 48,438 +17,309 +55.6% 0.53% $6.3M 2026-05-15 $119.90
2025 Q4 REDUCED 48.7% +12.7% ❌ 31,129 -29,559 -48.7% 0.30% $3.6M 2026-02-17 $124.53
2025 Q2 REDUCED 63.2% +5.0% ❌ 60,688 -104,402 -63.2% 0.66% $7.2M 2025-08-14 $119.02
2025 Q1 ADDED — — — 165,090 +99,540 +151.9% 2.07% $20.1M 2025-05-15 $110.05
2024 Q4 INITIATED — — — 65,550 — — 0.89% $7.1M 2025-02-14 $105.93

🏢 Other funds also holding DUK

As of 2026 Q2 — sorted by position size

SEGRA CAPITAL MANAGEMENT, LLC 3Y 6.38% Reliant Investment Partners, LLC 5.36% Bruce & Co., Inc. 3Y 7Y 4.96% Garton & Associates Financial Advisors LLC 4.8% CINCINNATI CASUALTY CO 3Y 7Y 4.45% BCWM, LLC 3Y 7Y 4.3% Canal Insurance CO 3Y 7Y 4.17% PURSUIT WEALTH STRATEGIES, LLC 3.48% EDGAR LOMAX CO/VA 3Y 7Y 3.26% Mayflower Financial Advisors, LLC 3Y 3.18%

FAQ About Sone Capital Management, LLC and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sone Capital Management, LLC reported owning DUK?

Sone Capital Management, LLC reported DUK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DUK position in Sone Capital Management, LLC's portfolio?

The largest reported portfolio weight for DUK was 2.07% in 2025 Q1.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q2, when Sone Capital Management, LLC reported 125,098 shares, equal to 1.21% of portfolio, with an estimated market value of $15.8M.

What does the chart on this DUK ownership page compare?

The chart compares Sone Capital Management, LLC's quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sone Capital Management, LLC time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, Sone Capital Management, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DUK relative to SPY over the holding period was +92.9%.

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