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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Interchange Capital Partners's DUK Position: Q2 2026 in Review

Interchange Capital Partners increased its Duke Energy (DUK) stake by 42% in Q2 2026, buying an estimated $180K and bringing the position to 4,847 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #173.

Interchange Capital Partners first reported a position in DUK in Q4 2020 and has held it in 14 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Interchange Capital Partners held 4,847 shares of Duke Energy worth $613K as of Q2 2026.
  • Interchange Capital Partners bought 1,428 Duke Energy shares in Q2 2026, an estimated $180K.
  • Duke Energy made up 0.12% of Interchange Capital Partners's portfolio in Q2 2026, its #173 holding.
  • Interchange Capital Partners first reported a position in Duke Energy in Q4 2020 and has held it in 14 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.