13F Filings History of Dupree Financial Group, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$274,441,195
Signature - Title
William M. Ambrose - Chief Compliance Officer
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Dupree Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dupree Financial Group, LLC reported 80 stock holdings with total value $274,441,195 as of Q4 2025. Top holdings included BTI, AGNC, VZ, BP, and ENB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $274,441,195 +$49,505,834 -$45,283,709 +$4,222,125 BTI, AGNC, VZ, BP, ENB 13F-HR 28 Jan 2026, 21:42
Q3 2025 70 $263,152,750 +$55,512,530 -$64,582,363 -$9,069,833 AGNC, ENB, BTI, VZ, M 13F-HR 28 Oct 2025, 21:45
Q2 2025 69 $253,768,923 +$65,048,293 -$62,653,085 +$2,395,208 AGNC, ENB, BTI, KMI, CINF 13F-HR 30 Jul 2025, 11:31
Q1 2025 70 $246,177,660 +$49,872,784 -$34,563,301 +$15,309,483 AGNC, ENB, BTI, EL PASO ENERGY CAP TR I, VZ 13F-HR 29 Apr 2025, 18:47
Q4 2024 65 $218,920,659 +$23,752,324 -$51,777,487 -$28,025,163 ENB, AGNC, BTI, EPPRC, BRKB 13F-HR 24 Jan 2025, 17:12
Q3 2024 72 $249,803,907 +$42,832,188 -$34,197,225 +$8,634,963 ENB, AGNC, EPPRC, BRKB, BTI 13F-HR 22 Oct 2024, 10:49
Q2 2024 65 $219,961,340 +$28,848,936 -$30,714,801 -$1,865,865 ENB, AGNC, BRKB, EPPRC, BTI 13F-HR 22 Jul 2024, 17:43
Q1 2024 61 $224,607,120 +$38,901,472 -$29,708,253 +$9,193,219 BRKB, AGNC, ENB, EPPRC, CINF 13F-HR 19 Apr 2024, 12:31
Q4 2023 56 $204,323,734 $0 $0 $0 AGNC, ENB, BRKB, KMI, CVX 13F-HR 31 Jan 2024, 15:38