JONES FINANCIAL COMPANIES LLLP
Holdings in DUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $103,457,516 | 882,668 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $11,360,620 | 91,803 | Shares | Defined | 2025-11-04 |
| 2025-06-30 | $84,086,446 | 712,597 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $82,686,389 | 677,924 | Shares | Sole | 2025-05-28 |
| 2024-12-31 | $45,798,550 | 425,084 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $41,022,471 | 355,789 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $8,396,467 | 83,772 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $9,815,484 | 101,494 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $8,149,613 | 83,982 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $7,623,369 | 86,374 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $7,608,246 | 84,781 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $8,230,241 | 85,314 | Shares | Defined | 2023-05-11 |
| 2022-12-31 | $8,871,866 | 86,143 | Shares | Defined | 2023-02-13 |
| 2022-09-30 | $7,765,680 | 83,484 | Shares | Defined | 2022-11-03 |
| 2022-06-30 | $9,043,699 | 84,355 | Shares | Defined | 2022-08-08 |
| 2022-03-31 | $9,600,750 | 85,982 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $8,868,455 | 84,542 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $8,138,615 | 83,396 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $8,423,876 | 85,331 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $8,645,612 | 89,564 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $8,143,437 | 88,941 | Shares | Defined | 2021-02-08 |
| 2020-09-30 | $7,844,821 | 88,582 | Shares | Sole | 2020-10-29 |
| 2020-06-30 | $6,835,307 | 85,559 | Shares | Sole | 2020-07-31 |
| 2020-03-31 | $6,539,714 | 80,857 | Shares | Sole | 2020-05-01 |