Interchange Capital Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
2,929
+158
| +6% | +$18.6K | 0.08% | 199 |
|
|
2025
Q1 | $338K | Buy |
2,771
+28
| +1% | +$3.42K | 0.09% | 186 |
|
|
2024
Q4 | $295K | Sell |
2,743
-216
| -7% | -$23.3K | 0.11% | 189 |
|
|
2024
Q3 | $341K | Sell |
2,959
-3
| -0.1% | -$346 | 0.12% | 185 |
|
|
2024
Q2 | $297K | Buy |
+2,962
| New | +$297K | 0.11% | 190 |
|
|
2023
Q2 | – | Sell |
-2,269
| Closed | -$219K | – | 166 |
|
|
2023
Q1 | $219K | Buy |
+2,269
| New | +$219K | 0.12% | 185 |
|
|
2021
Q4 | – | Sell |
-2,663
| Closed | -$259K | – | 160 |
|
|
2021
Q3 | $259K | Sell |
2,663
-101
| -4% | -$9.82K | 0.43% | 78 |
|
|
2021
Q2 | $272K | Buy |
2,764
+101
| +4% | +$9.94K | 0.42% | 77 |
|
|
2021
Q1 | $257K | Hold |
2,663
| – | – | 0.14% | 189 |
|
|
2020
Q4 | $243K | Buy |
+2,663
| New | +$243K | 0.13% | 176 |
|