Robert Bruce DUK Holdings History

Number of Shares
175,816.00
Current Holdings Value*
$21.44 Mil
% of Portfolio
6.91%
Total Estimate Gain
$12.84 Mil
% of Total Estimate Gain
50.46%

Robert Bruce's Duke Energy Corp Holding Summary

As of 2025-03-31, Bruce & Co. held 175,816.00 shares of Duke Energy Corp(DUK), totaling $21.44 Mil. This investment constitutes 6.91% of their stock portfolio, and Bruce & Co. now holds 0.02% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2014Q3. And since then Robert Bruce has made 5 purchases of DUK, at an average price of $72.76, for a total of 349,714.00 shares. In addition, there have been 10 sales at an average price of $98.08 for 173,898.00 shares. Based on historical transaction data and DUK's current price of $120.74, Robert Bruce's estimated gain on his DUK holdings is $12.84 Mil, reflecting a 50.46% gain to date.

Robert Bruce DUK ($120.74) Holding Chart

Robert Bruce DUK ($120.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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