MA
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MJP Associates’s Duke Energy DUK Stock Holding History

MJP Associates’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
Q2 		$538K Sell
4,252
-520
-11% -$65.6K 0.06% 113
2026
Q1 		$625K Sell
4,772
-685
-13% -$85.6K 0.08% 89
2025
Q4 		$640K Sell
5,457
-243
-4% -$29.7K 0.08% 103
2025
Q3 		$705K Buy
5,700
+680
+14% +$82.5K 0.09% 93
2025
Q2 		$592K Buy
5,020
+879
+21% +$104K 0.09% 106
2025
Q1 		$505K Buy
4,141
+741
+22% +$84.5K 0.09% 108
2024
Q4 		$366K Buy
3,400
+78
+2% +$8.84K 0.07% 142
2024
Q3 		$383K Buy
3,322
+489
+17% +$54.4K 0.07% 142
2024
Q2 		$284K Sell
2,833
-219
-7% -$21.9K 0.06% 178
2024
Q1 		$295K Buy
+3,052
New +$290K 0.06% 172
2023
Q4 		– Sell
-3,922
Closed -$346K – 188
2023
Q3 		$346K Sell
3,922
-2,414
-38% -$221K 0.1% 88
2023
Q2 		$569K Sell
6,336
-578
-8% -$54.6K 0.19% 61
2023
Q1 		$667K Buy
6,914
+777
+13% +$76.8K 0.2% 49
2022
Q4 		$632K Buy
6,137
+584
+11% +$56.1K 0.18% 57
2022
Q3 		$517K Buy
5,553
+378
+7% +$40.6K 0.15% 62
2022
Q2 		$555K Buy
5,175
+1,279
+33% +$141K 0.16% 64
2022
Q1 		$435K Buy
3,896
+543
+16% +$56.4K 0.11% 85
2021
Q4 		$347K Buy
3,353
+154
+5% +$15.6K 0.1% 100
2021
Q3 		$312K Buy
3,199
+27
+0.9% +$2.79K 0.11% 99
2021
Q2 		$313K Buy
3,172
+278
+10% +$27.9K 0.1% 99
2021
Q1 		$279K Sell
2,894
-850
-23% -$77.6K 0.11% 96
2020
Q4 		$343K Buy
+3,744
New +$346K 0.14% 83

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MJP Associates's DUK Position: Q2 2026 in Review

MJP Associates reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $65.6K and leaving 4,252 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #113.

MJP Associates first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $705K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MJP Associates held 4,252 shares of Duke Energy worth $538K as of Q2 2026.
  • MJP Associates sold 520 Duke Energy shares in Q2 2026, an estimated $65.6K.
  • Duke Energy made up 0.06% of MJP Associates's portfolio in Q2 2026, its #113 holding.
  • MJP Associates first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's Duke Energy position peaked at $705K in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.