J.P. Marvel Investment Advisors’s Duke Energy DUK Stock Holding History

J.P. Marvel Investment Advisors’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	$237K	Hold	1,811	–	–	0.03%	60
2025 Q4	$212K	Hold	1,811	–	–	0.03%	60
2025 Q3	$224K	Hold	1,811	–	–	0.03%	61
2025 Q2	$214K	Hold	1,811	–	–	0.03%	64
2025 Q1	$221K	Buy	+1,811	New	+$206K	0.04%	69
2024 Q4	–	Sell	-1,811	Closed	-$209K	–	71
2024 Q3	$209K	Buy	+1,811	New	+$202K	0.03%	75
2023 Q1	–	Sell	-1,944	Closed	-$200K	–	72
2022 Q4	$200K	Buy	+1,944	New	+$187K	0.05%	70
2022 Q3	–	Sell	-1,944	Closed	-$208K	–	70
2022 Q2	$208K	Hold	1,944	–	–	0.05%	68
2022 Q1	$217K	Sell	1,944 -1,466	-43%	-$152K	0.04%	69
2021 Q4	$358K	Hold	3,410	–	–	0.07%	65
2021 Q3	$333K	Hold	3,410	–	–	0.1%	52
2021 Q2	$337K	Hold	3,410	–	–	0.07%	68
2021 Q1	$329K	Hold	3,410	–	–	0.08%	69
2020 Q4	$312K	Hold	3,410	–	–	0.08%	66
2020 Q3	$302K	Hold	3,410	–	–	0.09%	63
2020 Q2	$272K	Hold	3,410	–	–	0.09%	61
2020 Q1	$276K	Hold	3,410	–	–	0.1%	58
2019 Q4	$311K	Sell	3,410 -1	-0%	-$92	0.09%	64
2019 Q3	$327K	Buy	+3,411	New	+$310K	0.1%	69
2019 Q1	$307K	Hold	3,411	–	–	0.1%	68
2018 Q4	$294K	Buy	+3,411	New	+$290K	0.11%	66
2018 Q2	$270K	Hold	3,411	–	–	0.08%	77
2018 Q1	$264K	Hold	3,411	–	–	0.08%	75
2017 Q4	$287K	Hold	3,411	–	–	0.09%	74
2017 Q3	$286K	Hold	3,411	–	–	0.09%	76
2017 Q2	$285K	Hold	3,411	–	–	0.09%	76
2017 Q1	$280K	Hold	3,411	–	–	0.09%	77
2016 Q4	$265K	Hold	3,411	–	–	0.09%	76
2016 Q3	$273K	Hold	3,411	–	–	0.1%	75
2016 Q2	$293K	Hold	3,411	–	–	0.1%	72
2016 Q1	$275K	Hold	3,411	–	–	0.1%	75
2015 Q4	$244K	Buy	+3,411	New	+$240K	0.08%	77
2015 Q2	$241K	Sell	3,412 -33	-1%	-$2.49K	0.08%	76
2015 Q1	$265K	Hold	3,445	–	–	0.09%	77
2014 Q4	$288K	Sell	3,445 -111	-3%	-$8.95K	0.1%	76
2014 Q3	$266K	Sell	3,556 -368	-9%	-$26.9K	0.1%	77
2014 Q2	$291K	Sell	3,924 -260	-6%	-$18.7K	0.1%	76
2014 Q1	$298K	Sell	4,184 -1	-0%	-$70	0.11%	74
2013 Q4	$289K	Buy	4,185 +1	+0%	+$70	0.1%	73
2013 Q3	$279K	Buy	4,184 +166	+4%	+$11.3K	0.11%	75
2013 Q2	$271K	Buy	+4,018	New	+$284K	0.11%	71

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.P. Marvel Investment Advisors's DUK Position: Q1 2026 in Review

J.P. Marvel Investment Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 1,811 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #60.

J.P. Marvel Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 41 quarters since. The position peaked at $358K in Q4 2021. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

J.P. Marvel Investment Advisors held 1,811 shares of Duke Energy worth $237K as of Q1 2026.
J.P. Marvel Investment Advisors left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.03% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #60 holding.
J.P. Marvel Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 41 quarters since.
J.P. Marvel Investment Advisors's Duke Energy position peaked at $358K in Q4 2021.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.