J.P. Marvel Investment Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1426755 Boston, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$229,236

-$7,896 QoQ

Shares Held

1,811

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,009

of 2,452 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

J.P. Marvel Investment Advisors, LLC holds $229,236 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	1,811	$229,236

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,236	1,811	0.0%	Shares	Sole	2026-07-31
2026-03-31	$237,132	1,811	0.0%	Shares	Sole	2026-05-06
2025-12-31	$212,267	1,811	0.0%	Shares	Sole	2026-01-29
2025-09-30	$224,111	1,811	0.0%	Shares	Sole	2025-11-12
2025-06-30	$213,698	1,811	0.0%	Shares	Sole	2025-08-14
2025-03-31	$220,887	1,811	0.0%	Shares	Sole	2025-05-07
2024-09-30	$208,808	1,811	-6.8%	Shares	Sole	2024-10-31
2022-12-31	$200,212	1,944	0.0%	Shares	Sole	2023-01-18
2022-06-30	$208,416	1,944	0.0%	Shares	Sole	2022-08-02
2022-03-31	$217,067	1,944	-43.0%	Shares	Sole	2022-05-12
2021-12-31	$357,709	3,410	0.0%	Shares	Sole	2022-02-14
2021-09-30	$332,781	3,410	0.0%	Shares	Sole	2021-11-15
2021-06-30	$336,635	3,410	0.0%	Shares	Sole	2021-09-09
2021-03-31	$329,167	3,410	0.0%	Shares	Sole	2021-09-09
2020-12-31	$312,219	3,410	0.0%	Shares	Sole	2021-09-09
2020-09-30	$301,989	3,410	0.0%	Shares	Sole	2021-09-09
2020-06-30	$272,424	3,410	0.0%	Shares	Sole	2021-09-09
2020-03-31	$275,800	3,410	—	Shares	Sole	2021-09-09
No filing history on record for this holder in this stock.