MJP ASSOCIATES INC /ADV

Position in DUK — Duke Energy CORP

CIK 715113 FARMINGTON, CT

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$538,218

-$86,627 QoQ

Shares Held

4,252

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,425

of 2,446 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $2,284,951 across 6 Utilities - Regulated Electric names. DUK ranks #1 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,252	$538,218
2	AEP	American Electric Power Co Inc	3,111	$425,615
3	NEE	Nextera Energy Inc	4,800	$421,296
4	ES	Eversource Energy	4,771	$344,800
5	SO	Southern Co	3,184	$304,740
6	D	Dominion Energy, Inc	3,665	$250,282

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,218	4,252	-10.9%	Shares	Sole	2026-08-11
2026-03-31	$624,845	4,772	-12.6%	Shares	Sole	2026-05-05
2025-12-31	$639,614	5,457	-4.3%	Shares	Sole	2026-02-06
2025-09-30	$705,375	5,700	+13.5%	Shares	Sole	2025-11-07
2025-06-30	$592,360	5,020	+21.2%	Shares	Sole	2025-08-08
2025-03-31	$505,077	4,141	+21.8%	Shares	Sole	2025-04-30
2024-12-31	$366,316	3,400	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$383,026	3,322	+17.3%	Shares	Sole	2024-11-12
2024-06-30	$283,951	2,833	-7.2%	Shares	Sole	2024-07-12
2024-03-31	$295,158	3,052	-22.2%	Shares	Sole	2024-04-11
2023-09-30	$346,155	3,922	-38.1%	Shares	Sole	2023-10-11
2023-06-30	$568,592	6,336	-8.4%	Shares	Sole	2023-07-12
2023-03-31	$666,993	6,914	+12.7%	Shares	Sole	2023-04-18
2022-12-31	$632,049	6,137	+10.5%	Shares	Sole	2023-01-20
2022-09-30	$516,540	5,553	+7.3%	Shares	Sole	2022-10-12
2022-06-30	$554,811	5,175	+32.8%	Shares	Sole	2022-07-11
2022-03-31	$435,027	3,896	+16.2%	Shares	Sole	2022-04-19
2021-12-31	$351,729	3,353	+4.8%	Shares	Sole	2022-01-18
2021-09-30	$312,190	3,199	+0.9%	Shares	Sole	2021-10-13
2021-06-30	$313,139	3,172	+9.6%	Shares	Sole	2021-07-14
2021-03-31	$279,357	2,894	-22.7%	Shares	Sole	2021-05-04
2020-12-31	$342,800	3,744	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.