Ownership history in BARCLAYS PLC Β· 129 quarters on record
This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in DUKE ENERGY CORP FORMERLY DUKE Com (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BARCLAYS PLC underperformed the S&P 500 by β0.5% annually on this DUK position. Timing score: 53% (68/128 decisions correct). Average cost basis: $69.52. Maximum drawdown during holding period: β16.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
128 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
68 of 128 add/trim decisions correct
Best entry: $20.79 (2006 Q1) Β· Worst: $121.65 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
66 adds Β· 63 trims. Bought during 10 of 20 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size