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Livermore
Livermore
ZHEN

Bruce & Co., Inc.

SEC CIK
0001358331
Latest filing
Aug 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Bruce & Co., Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q2 2026 holdings

Shares (Q2 2026)
144,816
Value
$18.3M
% of portfolio
5.0%
Quarters held
22
Since Q1 2021
Holdings of DUK by Bruce & Co., Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144,816$18.3M5.0%−1,000−0.7%ReducedHolders
Q1 2026145,816$19.1M5.5%−10,000−6.4%ReducedHolders
Q4 2025155,816$18.3M5.7%00.0%UnchangedHolders
Q3 2025155,816$19.3M6.0%−20,000−11.4%ReducedHolders
Q2 2025175,816$20.7M6.7%00.0%UnchangedHolders
Q1 2025175,816$21.4M6.9%−20,000−10.2%ReducedHolders
Q4 2024195,816$21.1M6.8%00.0%UnchangedHolders
Q3 2024195,816$22.6M6.6%−10,000−4.9%ReducedHolders
Q2 2024205,816$20.6M6.8%+1,926+0.9%AddedHolders
Q1 2024203,890$19.7M6.5%00.0%UnchangedHolders
Q4 2023203,890$19.8M6.9%−10,000−4.7%ReducedHolders
Q3 2023213,890$18.9M6.4%−46,429−17.8%ReducedHolders
Q2 2023260,319$23.4M6.6%00.0%UnchangedHolders
Q1 2023260,319$25.1M6.8%−881−0.3%ReducedHolders
Q4 2022261,200$26.9M6.9%00.0%UnchangedHolders
Q3 2022261,200$24.3M6.7%−25,000−8.7%ReducedHolders
Q2 2022286,200$30.7M7.2%00.0%UnchangedHolders
Q1 2022286,200$32.0M6.5%00.0%UnchangedHolders
Q4 2021286,200$30.0M6.0%00.0%UnchangedHolders
Q3 2021286,200$27.9M5.9%−11,300−3.8%ReducedHolders
Q2 2021297,500$28.8M5.5%−500−0.2%ReducedHolders
Q1 2021298,000$28.8M5.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.