Current Value of Holding

$60.1M

Shares

494k

% of Portfolio

0.16%

Average Buy Price

$110

Avg closing price
Price range

36 Joel Greenblatt Duke Energy Trades

Joel Greenblatt's position in Duke Energy is currently worth $60.1M. That's 0.16% of their equity portfolio (88th largest holding). The first Duke Energy trade was made in Q3 2016. Since then Joel Greenblatt bought shares eighteen more times and sold shares on seventeen occasions. The stake costed the investor $54.5M, netting the investor a gain of 10% so far.

Avg closing price
Price range
Sold 12.0% shares (-67.5k shares) Q1 2026
Avg closing price $123.66
Price range $116.19 - $133.46
Increased shares by 148.4% (+335k shares) Q4 2025
Avg closing price $122.13
Price range $113.99 - $129.03
Increased shares by 48.7% (+74k shares) Q3 2025
Avg closing price $121.31
Price range $116.31 - $125.93
Increased shares by 27.6% (+32.9k shares) Q2 2025
Avg closing price $117.99
Price range $112.46 - $124.05
Increased shares by 51.2% (+40.3k shares) Q1 2025
Avg closing price $113.78
Price range $105.86 - $121.97
Sold 9.6% shares (-8.34k shares) Q4 2024
Avg closing price $113.25
Price range $107.46 - $120.76
Sold 21.0% shares (-23.2k shares) Q3 2024
Avg closing price $111.17
Price range $99.35 - $117.70
Sold 47.9% shares (-102k shares) Q2 2024
Avg closing price $100.02
Price range $92.87 - $104.60
Increased shares by 1075.7% (+194k shares) Q1 2024
Avg closing price $94.87
Price range $90.65 - $99.39
Sold 46.4% shares (-15.6k shares) Q4 2023
Avg closing price $90.95
Price range $85.44 - $98.31
Sold 6.1% shares (-2.17k shares) Q3 2023
Avg closing price $91.68
Price range $86.65 - $95.56
Increased shares by 283.2% (+26.5k shares) Q2 2023
Avg closing price $94.38
Price range $88.01 - $99.74
Increased shares by 55.7% (+3.34k shares) Q1 2023
Avg closing price $98.79
Price range $91.55 - $105.66
Increased shares by 104.4% (+3.07k 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 (-2.03k shares) Q1 2022
Avg closing price $103.86
Price range $97.04 - $111.66
Increased shares by 57.1% (+1.89k shares) Q4 2021
Avg closing price $101.39
Price range $96.62 - $104.90
Sold 91.8% shares (-36.8k shares) Q3 2021
Avg closing price $103.53
Price range $97.05 - $107.93
Increased shares by 9.8% (+3.57k shares) Q2 2021
Avg closing price $100.46
Price range $96.28 - $103.74

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