Bruce & Co., Inc.

Position in DUK — Duke Energy CORP

CIK 1358331 CHICAGO, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,330,809

-$762,338 QoQ

Shares Held

144,816

-0.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

5.80%

of 13F equity value

Holder Rank

#249

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bruce & Co., Inc. holds $45,150,716 across 4 Utilities - Regulated Electric names. DUK ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	144,816	$18,330,809
2	XEL	Xcel Energy Inc	182,500	$14,654,750
3	CMS	Cms Energy Corp	153,000	$11,704,500
4	WEC	Wec Energy Group, Inc.	3,945	$460,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,330,809	144,816	-0.7%	Shares	Sole	2026-08-14
2026-03-31	$19,093,147	145,816	-6.4%	Shares	Sole	2026-05-14
2025-12-31	$18,263,193	155,816	0.0%	Shares	Sole	2026-02-13
2025-09-30	$19,282,230	155,816	-11.4%	Shares	Sole	2025-11-13
2025-06-30	$20,746,288	175,816	0.0%	Shares	Sole	2025-08-14
2025-03-31	$21,444,277	175,816	-10.2%	Shares	Sole	2025-05-14
2024-12-31	$21,097,215	195,816	0.0%	Shares	Sole	2025-02-11
2024-09-30	$22,577,584	195,816	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$20,628,937	205,816	+0.9%	Shares	Sole	2024-08-09
2024-03-31	$19,718,201	203,890	0.0%	Shares	Sole	2024-05-13
2023-12-31	$19,785,485	203,890	-4.7%	Shares	Sole	2024-02-12
2023-09-30	$18,877,931	213,890	-17.8%	Shares	Sole	2023-11-13
2023-06-30	$23,361,027	260,319	0.0%	Shares	Sole	2023-08-08
2023-03-31	$25,112,973	260,319	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$26,900,988	261,200	0.0%	Shares	Sole	2023-02-15
2022-09-30	$24,296,824	261,200	-8.7%	Shares	Sole	2022-11-15
2022-06-30	$30,683,502	286,200	0.0%	Shares	Sole	2022-08-09
2022-03-31	$31,957,092	286,200	0.0%	Shares	Sole	2022-05-11
2021-12-31	$30,022,380	286,200	0.0%	Shares	Sole	2022-02-16
2021-09-30	$27,930,258	286,200	-3.8%	Shares	Sole	2021-11-12
2021-06-30	$29,369,200	297,500	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$28,765,940	298,000	0.0%	Shares	Sole	2021-05-17
2020-12-31	$27,284,880	298,000	-7.7%	Shares	Sole	2021-02-16
2020-09-30	$28,604,880	323,000	0.0%	Shares	Sole	2020-11-13
2020-06-30	$25,804,470	323,000	0.0%	Shares	Sole	2020-08-14
2020-03-31	$26,124,240	323,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.