Current Value of Holding

$23.5 Million

Shares

196 Thousand

% of Portfolio

8.69%

Average Buy Price

$72.8

Avg closing price
Price range

14 Robert Bruce Duke Energy Trades

Robert Bruce's position in Duke Energy is currently worth $23.5 Million. That's 8.69% of their entire equity portfolio (4th largest holding). The first Duke Energy trade was made in Q3 2014. Since then Robert Bruce bought shares four more times and sold shares on nine occasions. The stake costed the investor $14.2 Million, netting the investor a gain of 65% so far.

Avg closing price
Price range
Sold 4.9% shares (-10 Thousand shares) Q3 2024
Avg closing price $111.17
Price range $99.35 - $117.70
Increased shares by 0.9% (+1.93 Thousand shares) Q2 2024
Avg closing price $100.02
Price range $92.87 - $104.60
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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