Position in D
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,991,314
+$90,319,819 QoQ
Shares Held
1,601,283
+981.9% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.48716123258662.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5128387674133804.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $1,037,727,989 across 40 Utilities - Regulated Electric names. D ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,610,470 | $210,874,941 | |
| 2 | NGG |
National Grid PLC
|
2,157,622 | $182,534,821 | |
| 3 | NEE |
Nextera Energy Inc
|
1,591,960 | $147,861,244 | |
| 4 | D |
Dominion Energy, Inc
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|
1,601,283 | $98,991,314 | |
| 5 | SO |
Southern Co
|
792,024 | $76,446,156 | |
| 6 | AEP |
American Electric Power Co Inc
|
367,382 | $48,156,432 | |
| 7 | DTE |
Dte Energy Co
|
329,054 | $48,114,275 | |
| 8 | EVRG |
Evergy, Inc.
|
550,238 | $45,075,496 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,991,314 | 1,601,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,671,495 | 148,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,790,060 | 127,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,201,147 | 109,716 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,046,803 | 90,009 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,763,413 | 69,874 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,761,437 | 47,784 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,001,217 | 20,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $482,799 | 9,815 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $291,071 | 6,193 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $225,360 | 5,045 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $376,357 | 7,267 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $560,945 | 10,033 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $668,878 | 10,908 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $731,252 | 10,581 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $927,072 | 11,616 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,039,098 | 12,229 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $956,782 | 12,179 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $808,915 | 11,078 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $954,129 | 12,969 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,009,964 | 13,296 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $710,414 | 9,447 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $808,400 | 10,242 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $825,925 | 10,174 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $962,436 | 13,332 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||