Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,834,904
+$9,492,433 QoQ
Shares Held
125,098
+158.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#269
of 2,446 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sone Capital Management, LLC holds $23,773,602 across 2 Utilities - Regulated Electric names. DUK ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
125,098 | $15,834,904 | |
| 2 | XEL |
Xcel Energy Inc
|
98,863 | $7,938,698 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,834,904 | 125,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,342,471 | 48,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,648,630 | 31,129 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $7,161,184 | 60,688 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,136,027 | 165,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,062,357 | 65,550 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||