Top 41 Bruce & Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FPL | Nextera Energy | 7.98% | 300.3K | $27.9M | -3.22%(-10.00K) | $22.44(-65.42%) | 2026-03-31 | |
| ABBV | Abbvie | 7.62% | 122.5K | $26.6M | +0.00%(+0) | $72.65(+190.11%) | 2026-03-31 | |
| ALL | Allstate | 7.33% | 125.5K | $25.6M | +0.00%(+0) | $43.24(+400.63%) | 2026-03-31 | |
| AER | AerCap Holdings | 7.2% | 183.5K | $25.2M | +0.00%(+0) | $95.35(+49.01%) | 2026-03-31 | |
| MRK | Merck | 6.63% | 192.8K | $23.2M | +0.00%(+0) | $27.13(+318.05%) | 2026-03-31 | |
| UHAL.B | Uhaul B | 5.77% | 452.0K | $20.2M | +0.00%(+0) | $49963.21(-99.91%) | 2026-03-31 | |
| DUK | Duke Energy | 5.46% | 145.8K | $19.1M | -6.42%(-10.00K) | $24.90(+399.14%) | 2026-03-31 | |
| T | AT & T | 4.34% | 523.0K | $15.2M | +0.00%(+0) | $18.14(+35.89%) | 2026-03-31 | |
| XEL | XCEL Energy | 4.19% | 184.5K | $14.7M | -5.14%(-10.00K) | $35.04(+128.39%) | 2026-03-31 | |
| CMS | CMS Energy | 3.46% | 156.0K | $12.1M | +0.00%(+0) | $30.14(+143.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.53% | +27.85% |
| Top 20 Holdings Unweighted | +10.19% | +33.77% |
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