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      Current Value of Holding

      $18.4M

      Shares

      152k

      % of Portfolio

      0.11%

      Average Buy Price

      $97.6

      Avg closing price
      Price range

      33 Joel Greenblatt Duke Energy Trades

      Joel Greenblatt's position in Duke Energy is currently worth $18.4M. That's 0.11% of their equity portfolio (244th largest holding). The first Duke Energy trade was made in Q3 2016. Since then Joel Greenblatt bought shares sixteen more times and sold shares on sixteen occasions. The stake costed the investor $14.8M, netting the investor a gain of 24% so far.

      Avg closing price
      Price range
      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
      Sold 44.8% shares (-29.6k shares) Q1 2021
      Avg closing price $91.27
      Price range $85.59 - $97.58
      Increased shares by 44.8% (+20.5k shares) Q4 2020
      Avg closing price $92.50
      Price range $89.04 - $97.31
      Increased shares by 93.7% (+22.1k shares) Q3 2020
      Avg closing price $82.43
      Price range $79.21 - $88.56

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