Interchange Capital Partners
DUK icon

Interchange Capital Partners’s Duke Energy DUK Stock Holding History

Interchange Capital Partners’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
Q3 		$533K Sell
4,676
-171
-4% -$20.9K 0.09% 199
2026
Q2 		$613K Buy
4,847
+1,428
+42% +$180K 0.12% 173
2026
Q1 		$424K Sell
3,419
-1,106
-24% -$138K 0.13% 161
2025
Q4 		$530K Buy
4,525
+667
+17% +$81.4K 0.1% 185
2025
Q3 		$477K Buy
3,858
+929
+32% +$113K 0.09% 192
2025
Q2 		$346K Buy
2,929
+158
+6% +$18.6K 0.08% 199
2025
Q1 		$338K Buy
2,771
+28
+1% +$3.19K 0.09% 186
2024
Q4 		$295K Sell
2,743
-216
-7% -$24.5K 0.11% 190
2024
Q3 		$341K Sell
2,959
-3
-0.1% -$334 0.12% 188
2024
Q2 		$297K Buy
+2,962
New +$296K 0.11% 193
2023
Q2 		– Sell
-2,269
Closed -$219K – 167
2023
Q1 		$219K Buy
+2,269
New +$224K 0.12% 186
2021
Q4 		– Sell
-2,663
Closed -$259K – 160
2021
Q3 		$259K Sell
2,663
-101
-4% -$10.5K 0.43% 78
2021
Q2 		$272K Buy
2,764
+101
+4% +$10.1K 0.42% 77
2021
Q1 		$257K Hold
2,663
– – 0.14% 189
2020
Q4 		$243K Buy
+2,663
New +$246K 0.13% 176

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Interchange Capital Partners's DUK Position: Q3 2026 in Review

Interchange Capital Partners reduced its Duke Energy (DUK) stake by 3.5% in Q3 2026, selling an estimated $20.9K and leaving 4,676 shares worth $533K. The position accounts for 0.09% of the portfolio, ranked #199.

Interchange Capital Partners first reported a position in DUK in Q4 2020 and has held it in 15 quarters since. The position peaked at $613K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Interchange Capital Partners held 4,676 shares of Duke Energy worth $533K as of Q3 2026.
  • Interchange Capital Partners sold 171 Duke Energy shares in Q3 2026, an estimated $20.9K.
  • Duke Energy made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #199 holding.
  • Interchange Capital Partners first reported a position in Duke Energy in Q4 2020 and has held it in 15 quarters since.
  • Interchange Capital Partners's Duke Energy position peaked at $613K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.