Current Value of Holding

$14.1 Million

Shares

119 Thousand

% of Portfolio

0.11%

Average Buy Price

$95.6

Avg closing price
Price range

32 Joel Greenblatt Duke Energy Trades

Joel Greenblatt's position in Duke Energy is currently worth $14.1 Million. That's 0.11% of their equity portfolio (223rd largest holding). The first Duke Energy trade was made in Q3 2016. Since then Joel Greenblatt bought shares fifteen more times and sold shares on sixteen occasions. The stake costed the investor $11.4 Million, netting the investor a gain of 23% so far.

Avg closing price
Price range
Increased shares by 51.2% (+40.3 Thousand shares) Q1 2025
Avg closing price $113.78
Price range $105.86 - $121.97
Sold 9.6% shares (-8.34 Thousand shares) Q4 2024
Avg closing price $113.25
Price range $107.46 - $120.76
Sold 21.0% shares (-23.2 Thousand shares) Q3 2024
Avg closing price $111.17
Price range $99.35 - $117.70
Sold 47.9% shares (-102 Thousand shares) Q2 2024
Avg closing price $100.02
Price range $92.87 - $104.60
Increased shares by 1075.7% (+194 Thousand shares) Q1 2024
Avg closing price $94.87
Price range $90.65 - $99.39
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

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