PRU — PRUDENTIAL FINL INC COM

Ownership history in Clean Yield Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in PRUDENTIAL FINL INC COM (PRU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2015 Q1)
Avg. % of fund
0.0%
First filed
2015 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11 — 0% 0.00% $1K $101.02
2025 Q2 UNCHANGED 11 — 0% 0.00% $1K $103.29
2025 Q1 UNCHANGED 11 — 0% 0.00% $1K $106.03
2024 Q4 UNCHANGED 11 — 0% 0.00% $1K $111.17
2024 Q3 REDUCED 11 -139 -92.7% 0.00% $1K $112.43
2020 Q1 REDUCED 150 -50 -25.0% 0.00% $8K $38.43
2015 Q1 INITIATED 200 — — 0.01% $16K $49.57
% of Fund (quarterly)    PRU price (monthly, adj. close)

Other funds also holding PRU

As of 2025 Q4 — sorted by position size

Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 2.6% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.55% Orca Wealth Management, LLC 2.3% Orca Investment Management, LLC 3Y 7Y 2.21% New Century Financial Group, LLC 1.88% Kerusso Capital Management LLC 1.85% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.81% Verity & Verity, LLC 3Y 7Y 1.75% Allen Mooney & Barnes Investment Advisors LLC 1.73% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.68%
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