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JONES FINANCIAL COMPANIES LLLP: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on DUK, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 1,743,676 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,743,676 shares
    Change vs previous 13F +133,206 shares

    0.09% of the 13F portfolio, value $223,713,771.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,610,470 shares
    Change vs previous 13F +635,924 shares

    0.1% of the 13F portfolio, value $209,437,935.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 974,546 shares
    Change vs previous 13F +90,416 shares

    0.07% of the 13F portfolio, value $114,226,444.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 884,130 shares
    Change vs previous 13F +78,911 shares

    0.07% of the 13F portfolio, value $108,832,705.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 805,219 shares
    Change vs previous 13F +127,295 shares

    0.07% of the 13F portfolio, value $94,246,240.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 677,924 shares
    Change vs previous 13F +166,403 shares

    0.07% of the 13F portfolio, value $81,173,537.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 511,521 shares
    Change vs previous 13F +155,732 shares

    0.05% of the 13F portfolio, value $55,111,258.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 355,789 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $41,203,721.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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