Current Value of Holding

$1.77 Million

Shares

18 Thousand

% of Portfolio

0.03%

Average Buy Price

$90.1

Avg closing price
Price range

27 Joel Greenblatt Duke Energy Trades

Joel Greenblatt's position in Duke Energy is currently worth $1.77 Million. That's 0.03% of their equity portfolio (632nd largest holding). The investor owns Inf% of the outstanding Duke Energy stock. The first Duke Energy trade was made in Q3 2016. Since then Joel Greenblatt bought shares thirteen more times and sold shares on thirteen occasions. The stake costed the investor $1.62 Million, netting the investor a gain of 9.0% so far.

Avg closing price
Price range
Sold 46.4% shares (-15.6 Thousand shares) Q4 2023
Avg closing price $90.95
Price range $85.44 - $98.31
Sold 6.1% shares (-2.17 Thousand shares) Q3 2023
Avg closing price $91.68
Price range $86.65 - $95.56
Increased shares by 283.2% (+26.5 Thousand shares) Q2 2023
Avg closing price $94.38
Price range $88.01 - $99.74
Increased shares by 55.7% (+3.34 Thousand shares) Q1 2023
Avg closing price $98.79
Price range $91.55 - $105.66
Increased shares by 104.4% (+3.07 Thousand shares) Q4 2022
Avg closing price $95.99
Price range $85.97 - $103.84
Sold 5.9% shares (-183 shares) Q3 2022
Avg closing price $107.40
Price range $93.02 - $113.24
Sold 1.1% shares (-36 shares) Q2 2022
Avg closing price $109.96
Price range $97.82 - $115.43
Sold 39.2% shares (-2.03 Thousand shares) Q1 2022
Avg closing price $103.86
Price range $97.04 - $111.66
Increased shares by 57.1% (+1.89 Thousand shares) Q4 2021
Avg closing price $101.39
Price range $96.62 - $104.90
Sold 91.8% shares (-36.8 Thousand shares) Q3 2021
Avg closing price $103.53
Price range $97.05 - $107.93
Increased shares by 9.8% (+3.57 Thousand shares) Q2 2021
Avg closing price $100.46
Price range $96.28 - $103.74
Sold 44.8% shares (-29.6 Thousand shares) Q1 2021
Avg closing price $91.27
Price range $85.59 - $97.58
Increased shares by 44.8% (+20.5 Thousand shares) Q4 2020
Avg closing price $92.50
Price range $89.04 - $97.31
Increased shares by 93.7% (+22.1 Thousand shares) Q3 2020
Avg closing price $82.43
Price range $79.21 - $88.56
Increased shares by 502.7% (+19.7 Thousand shares) Q2 2020
Avg closing price $84.50
Price range $76.02 - $91.91
New holding (+3.91 Thousand shares) Q1 2020
Avg closing price $91.85
Price range $64.15 - $102.43
Sold -2.29 Thousand shares Q4 2019
Avg closing price $91.68
Price range $86.66 - $97.17
Sold 27.1% shares (-851 shares) Q3 2019
Avg closing price $91.00
Price range $86.49 - $96.28
Increased shares by 6.2% (+182 shares) Q2 2019
Avg closing price $88.39
Price range $85.53 - $91.12
New holding (+2.96 Thousand shares) Q1 2019
Avg closing price $88.17
Price range $83.66 - $91.53

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