Joel Greenblatt DUK Holdings History

Number of Shares
119,110.00
Current Holdings Value*
$14.53 Mil
% of Portfolio
0.12%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
6.85%

Joel Greenblatt's Duke Energy Corp Holding Summary

As of 2025-03-31, Gotham Asset Management, LLC held 119,110.00 shares of Duke Energy Corp(DUK), totaling $14.53 Mil. This investment constitutes 0.12% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.02% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2016Q3. And since then Joel Greenblatt has made 16 purchases of DUK, at an average price of $92.89, for a total of 457,877.00 shares. In addition, there have been 16 sales at an average price of $92.71 for 338,767.00 shares. Based on historical transaction data and DUK's current price of $117.84, Joel Greenblatt's estimated gain on his DUK holdings is $2.91 Mil, reflecting a 6.85% gain to date.

Joel Greenblatt DUK ($117.84) Holding Chart

Joel Greenblatt DUK ($117.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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