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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Hold	1,811	–	–	0.03%	64
2025 Q1	$221K	Buy	+1,811	New	+$221K	0.04%	69
2024 Q4	–	Sell	-1,811	Closed	-$209K	–	71
2024 Q3	$209K	Buy	+1,811	New	+$209K	0.03%	75
2023 Q1	–	Sell	-1,944	Closed	-$200K	–	72
2022 Q4	$200K	Buy	+1,944	New	+$200K	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%	-$164K	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%	-$91	0.09%	64
2019 Q3	$327K	Buy	+3,411	New	+$327K	0.1%	69
2019 Q1	$307K	Hold	3,411	–	–	0.1%	68
2018 Q4	$294K	Buy	+3,411	New	+$294K	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	+$244K	0.08%	77
2015 Q2	$241K	Sell	3,412 -33	-1%	-$2.33K	0.08%	76
2015 Q1	$265K	Hold	3,445	–	–	0.09%	77
2014 Q4	$288K	Sell	3,445 -111	-3%	-$9.28K	0.1%	76
2014 Q3	$266K	Sell	3,556 -368	-9%	-$27.5K	0.1%	77
2014 Q2	$291K	Sell	3,924 -260	-6%	-$19.3K	0.1%	76
2014 Q1	$298K	Sell	4,184 -1	-0%	-$71	0.11%	74
2013 Q4	$289K	Buy	4,185 +1	+0%	+$69	0.1%	73
2013 Q3	$279K	Buy	4,184 +166	+4%	+$11.1K	0.11%	75
2013 Q2	$271K	Buy	+4,018	New	+$271K	0.11%	71