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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Interchange Capital Partners's DUK Position: Q1 2026 in Review

Interchange Capital Partners reduced its Duke Energy (DUK) stake by 24% in Q1 2026, selling an estimated $138K and leaving 3,419 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #161.

Interchange Capital Partners first reported a position in DUK in Q4 2020 and has held it in 13 quarters since. The position peaked at $530K in Q4 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Interchange Capital Partners held 3,419 shares of Duke Energy worth $424K as of Q1 2026.
  • Interchange Capital Partners sold 1,106 Duke Energy shares in Q1 2026, an estimated $138K.
  • Duke Energy made up 0.13% of Interchange Capital Partners's portfolio in Q1 2026, its #161 holding.
  • Interchange Capital Partners first reported a position in Duke Energy in Q4 2020 and has held it in 13 quarters since.
  • Interchange Capital Partners's Duke Energy position peaked at $530K in Q4 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.