Joel Greenblatt DUK Holdings History

Number of Shares
211,854.00
Current Holdings Value*
$20.49 Mil
% of Portfolio
0.31%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
5.14%

Joel Greenblatt's Duke Energy Corp Holding Summary

As of 2024-03-31, Gotham Asset Management, LLC held 211,854.00 shares of Duke Energy Corp(DUK), totaling $20.49 Mil. This investment constitutes 0.31% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.03% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2016Q3. And since then Joel Greenblatt has made 15 purchases of DUK, at an average price of $90.85, for a total of 417,557.00 shares. In addition, there have been 13 sales at an average price of $86.18 for 205,703.00 shares. Based on historical transaction data and DUK's current price of $104.60, Joel Greenblatt's estimated gain on his DUK holdings is $1.95 Mil, reflecting a 5.14% gain to date.

Joel Greenblatt DUK ($104.60) Holding Chart

Joel Greenblatt DUK ($104.60) 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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