Skip to content
Disclosery

Sone Capital Management, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sone Capital Management, LLC on DUK, newest first. How the timeline and the estimate are built.

Sone Capital Management, LLC held 125,098 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,098 shares
    Change vs previous 13F +76,660 shares

    1.21% of the 13F portfolio, value $15,834,905.

    13F-HR 0002026215-26-000006 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,438 shares
    Change vs previous 13F +17,309 shares

    0.53% of the 13F portfolio, value $6,342,472.

    13F-HR 0002026215-26-000004 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,129 shares
    Change vs previous 13F +31,129 shares

    0.3% of the 13F portfolio, value $3,648,630.

    13F-HR 0002026215-26-000002 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -60,688 shares

    13F-HR 0002026215-25-000008 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 60,688 shares
    Change vs previous 13F -104,402 shares

    0.66% of the 13F portfolio, value $7,161,184.

    13F-HR 0001970572-25-000007 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 165,090 shares
    Change vs previous 13F +99,540 shares

    2.07% of the 13F portfolio, value $20,136,027.

    13F-HR 0002026215-25-000003 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,550 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,062,357.

    13F-HR 0002026215-25-000002 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).