Current Value of Holding

$94.1 Million

Shares

784 Thousand

% of Portfolio

0.14%

Average Buy Price

$112

Avg closing price
Price range

44 Jim Simons Duke Energy Trades

Jim Simons acquired 784 Thousand Duke Energy shares worth $94.1 Million. That's 0.14% of their equity portfolio (155th largest holding). The first Duke Energy trade was made in Q1 2014. Since then Jim Simons bought shares twenty more times and sold shares on 23 occasions. The stake costed the investor $88.2 Million, netting the investor a gain of 6.7% so far.

Avg closing price
Price range
Increased shares by 148.4% (+469 Thousand shares) Q4 2024
Avg closing price $113.25
Price range $107.46 - $120.76
New holding (+316 Thousand shares) Q3 2024
Avg closing price $111.17
Price range $99.35 - $117.70
Sold -409 Thousand shares Q2 2024
Avg closing price $100.02
Price range $92.87 - $104.60
Increased shares by 6052.6% (+403 Thousand shares) Q1 2024
Avg closing price $94.87
Price range $90.65 - $99.39
Sold 83.3% shares (-33.2 Thousand shares) Q4 2023
Avg closing price $90.95
Price range $85.44 - $98.31
Sold 84.2% shares (-213 Thousand shares) Q3 2023
Avg closing price $91.68
Price range $86.65 - $95.56
Sold 51.5% shares (-269 Thousand shares) Q2 2023
Avg closing price $94.38
Price range $88.01 - $99.74
Sold 18.4% shares (-118 Thousand shares) Q1 2023
Avg closing price $98.79
Price range $91.55 - $105.66
Sold 19.1% shares (-151 Thousand shares) Q4 2022
Avg closing price $95.99
Price range $85.97 - $103.84
Sold 27.0% shares (-293 Thousand shares) Q3 2022
Avg closing price $107.40
Price range $93.02 - $113.24
Sold 34.8% shares (-578 Thousand shares) Q2 2022
Avg closing price $109.96
Price range $97.82 - $115.43
Sold 4.8% shares (-84.4 Thousand shares) Q1 2022
Avg closing price $103.86
Price range $97.04 - $111.66
Increased shares by 1.5% (+26.2 Thousand shares) Q4 2021
Avg closing price $101.39
Price range $96.62 - $104.90
Increased shares by 142.5% (+1.01 Million shares) Q3 2021
Avg closing price $103.53
Price range $97.05 - $107.93
Increased shares by 10.6% (+68.2 Thousand shares) Q2 2021
Avg closing price $100.46
Price range $96.28 - $103.74
New holding (+641 Thousand shares) Q1 2021
Avg closing price $91.27
Price range $85.59 - $97.58
Sold -99.1 Thousand shares Q4 2020
Avg closing price $92.50
Price range $89.04 - $97.31
Sold 96.4% shares (-2.68 Million shares) Q3 2020
Avg closing price $82.43
Price range $79.21 - $88.56
Sold 60.7% shares (-4.3 Million shares) Q2 2020
Avg closing price $84.50
Price range $76.02 - $91.91
Increased shares by 13.4% (+838 Thousand shares) Q1 2020
Avg closing price $91.85
Price range $64.15 - $102.43

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