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MJP ASSOCIATES INC /ADV: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJP ASSOCIATES INC /ADV on DUK, newest first. How the timeline and the estimate are built.

MJP ASSOCIATES INC /ADV held 4,252 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,252 shares
    Change vs previous 13F -520 shares

    0.06% of the 13F portfolio, value $538,156.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,772 shares
    Change vs previous 13F -685 shares

    0.08% of the 13F portfolio, value $624,867.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,457 shares
    Change vs previous 13F -243 shares

    0.08% of the 13F portfolio, value $639,646.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,700 shares
    Change vs previous 13F +680 shares

    0.09% of the 13F portfolio, value $705,319.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,020 shares
    Change vs previous 13F +879 shares

    0.09% of the 13F portfolio, value $592,327.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,141 shares
    Change vs previous 13F +741 shares

    0.09% of the 13F portfolio, value $505,069.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,400 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $366,278.

    13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $383,054.

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).