Robert Bruce's DUK Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 155.8K shares of Duke Energy Corporation (DUK) worth $19.28 M, representing 5.97% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in DUK, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 122.5K shares. Largest reduction occurred in Q3 2023, reducing 46.4K shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Robert Bruce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +19,000 | New Buy | 19,000 | $75.63 |
| Q2 2015 | +100,000 | Add 526.32% | 119,000 | $70.61 |
| Q3 2015 | +106,300 | Add 89.33% | 225,300 | $71.94 |
| Q4 2015 | +122,488 | Add 54.37% | 347,788 | $71.39 |
| Q2 2019 | -24,788 | Reduce 7.13% | 323,000 | $88.24 |
| Q4 2020 | -25,000 | Reduce 7.74% | 298,000 | $91.56 |
| Q2 2021 | -500 | Reduce 0.17% | 297,500 | $96.72 |
| Q3 2021 | -11,300 | Reduce 3.80% | 286,200 | $97.59 |
| Q3 2022 | -25,000 | Reduce 8.74% | 261,200 | $93.02 |
| Q1 2023 | -881 | Reduce 0.34% | 260,319 | $96.47 |
| Q3 2023 | -46,429 | Reduce 17.84% | 213,890 | $88.26 |
| Q4 2023 | -10,000 | Reduce 4.68% | 203,890 | $97.04 |
| Q2 2024 | +1,926 | Add 0.94% | 205,816 | $100.23 |
| Q3 2024 | -10,000 | Reduce 4.86% | 195,816 | $115.30 |
| Q1 2025 | -20,000 | Reduce 10.21% | 175,816 | $121.97 |
| Q3 2025 | -20,000 | Reduce 11.38% | 155,816 | $123.75 |
Robert Bruce's Duke Energy Corporation Investment FAQs
Robert Bruce first purchased Duke Energy Corporation (DUK) in Q3 2014, acquiring 19,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held Duke Energy Corporation (DUK) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to Duke Energy Corporation (DUK) was in Q4 2015, adding 347,788 shares worth $24.83 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 155,816 shares of Duke Energy Corporation (DUK), valued at approximately $19.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Duke Energy Corporation (DUK) represents approximately 5.97% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's peak holding in Duke Energy Corporation (DUK) was 347,788 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.