Current Value of Holding

$20.9 Million

Shares

204 Thousand

% of Portfolio

9.08%

Average Buy Price

$72.6

Avg closing price
Price range

12 Robert Bruce Duke Energy Trades

Robert Bruce's position in Duke Energy is currently worth $20.9 Million. That's 9.08% of their entire equity portfolio (4th largest holding). The investor owns Inf% of the outstanding Duke Energy stock. Robert Bruce started to build up the position in Duke Energy in Q3 2014 and continued to invest until Q4 2015. Since then they sold 144 Thousand shares. The stake costed the investor $14.8 Million, netting the investor a gain of 41% so far.

Avg closing price
Price range
Sold 4.7% shares (-10 Thousand shares) Q4 2023
Avg closing price $90.95
Price range $85.44 - $98.31
Sold 17.8% shares (-46.4 Thousand shares) Q3 2023
Avg closing price $91.68
Price range $86.65 - $95.56
Sold 0.3% shares (-881 shares) Q1 2023
Avg closing price $98.79
Price range $91.55 - $105.66
Sold 8.7% shares (-25 Thousand shares) Q3 2022
Avg closing price $107.40
Price range $93.02 - $113.24
Sold 3.8% shares (-11.3 Thousand shares) Q3 2021
Avg closing price $103.53
Price range $97.05 - $107.93
Sold 0.2% shares (-500 shares) Q2 2021
Avg closing price $100.46
Price range $96.28 - $103.74
Sold 7.7% shares (-25 Thousand shares) Q4 2020
Avg closing price $92.50
Price range $89.04 - $97.31
Sold 7.1% shares (-24.8 Thousand shares) Q2 2019
Avg closing price $88.39
Price range $85.53 - $91.12
Increased shares by 54.4% (+122 Thousand shares) Q4 2015
Avg closing price $70.31
Price range $65.83 - $75.06
Increased shares by 89.3% (+106 Thousand shares) Q3 2015
Avg closing price $72.41
Price range $67.74 - $77.21
Increased shares by 526.3% (+100 Thousand shares) Q2 2015
Avg closing price $75.57
Price range $70.62 - $79.41
New holding (+19 Thousand shares) Q3 2014
Avg closing price $72.98
Price range $69.84 - $74.90

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