Interchange Capital Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1845998 PITTSBURGH, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$613,533

+$165,850 QoQ

Shares Held

4,847

+41.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,352

of 2,446 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $3,401,792 across 7 Utilities - Regulated Electric names. DUK ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,029	$1,494,635
2	DUK	Duke Energy CORP This page	4,847	$613,533
3	D	Dominion Energy, Inc	5,554	$379,282
4	ED	Consolidated Edison Inc	2,317	$256,329
5	EXC	Exelon Corp	4,879	$227,458
6	SO	Southern Co	2,268	$217,070
7	ES	Eversource Energy	2,954	$213,485

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,533	4,847	+41.8%	Shares	Sole	2026-07-20
2026-03-31	$447,683	3,419	-24.4%	Shares	Sole	2026-04-24
2025-12-31	$530,375	4,525	+17.3%	Shares	Sole	2026-01-30
2025-09-30	$477,427	3,858	+31.7%	Shares	Sole	2025-11-12
2025-06-30	$345,622	2,929	+5.7%	Shares	Sole	2025-07-31
2025-03-31	$337,978	2,771	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$295,530	2,743	-7.3%	Shares	Sole	2025-02-11
2024-09-30	$341,172	2,959	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$296,881	2,962	+30.5%	Shares	Sole	2024-07-31
2023-03-31	$218,890	2,269	-14.8%	Shares	Sole	2023-05-15
2021-09-30	$259,882	2,663	-3.7%	Shares	Sole	2021-11-12
2021-06-30	$272,862	2,764	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$257,059	2,663	0.0%	Shares	Sole	2021-05-05
2020-12-31	$243,824	2,663	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.