Bruce & Co., Inc. FPL β€” FPL Group Common

Ownership history in Bruce & Co., Inc.  Β·  80 quarters on record

AI Ownership Summary

Bruce & Co., Inc. reported FPL Group Common (FPL) in 80 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.2% in 2024 Q3. The latest visible filing shows FPL at 7.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bruce & Co., Inc.'s position in FPL Group Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FPL was reported at 7.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bruce & Co., Inc. held FPL β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 310,300 -4,700 -1.5% 7.72% $24.9M 2026-02-14 (Est.) β€”
2025 Q3 UNCHANGED β€” β€” β€” 315,000 β€” 0% 7.36% $23.8M 2025-11-13 β€”
2025 Q2 UNCHANGED β€” β€” β€” 315,000 β€” 0% 7.09% $21.9M 2025-08-14 β€”
2025 Q1 UNCHANGED β€” β€” β€” 315,000 β€” 0% 7.16% $22.3M 2025-05-14 β€”
2024 Q4 REDUCED β€” β€” β€” 315,000 -18,300 -5.5% 7.25% $22.6M 2025-02-11 β€”
2024 Q3 UNCHANGED β€” β€” β€” 333,300 β€” 0% 8.20% $28.2M 2024-11-14 β€”
2024 Q2 ADDED β€” β€” β€” 333,300 +39,700 +13.5% 7.76% $23.6M 2024-08-09 β€”
2024 Q1 UNCHANGED β€” β€” β€” 293,600 β€” 0% 6.22% $18.8M 2024-05-13 β€”
2023 Q4 REDUCED β€” β€” β€” 293,600 -30,000 -9.3% 6.22% $17.8M 2024-02-12 β€”
71 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FPL

As of 2025 Q4 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Bruce & Co., Inc. and FPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bruce & Co., Inc. reported owning FPL?

Bruce & Co., Inc. reported FPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FPL position in Bruce & Co., Inc.'s portfolio?

The largest reported portfolio weight for FPL was 8.20% in 2024 Q3.

What is the latest reported FPL position on this page?

The most recent filing on this page is 2025 Q4, when Bruce & Co., Inc. reported 310,300 shares, equal to 7.72% of portfolio, with an estimated market value of $24.9M.

What does the chart on this FPL ownership page compare?

The chart compares Bruce & Co., Inc.'s quarterly FPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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