Joel Greenblatt's DUK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 561,222 shares of Duke Energy Corporation (DUK) worth $65.78 M, representing 0.24% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in DUK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 335,269 shares. Largest reduction occurred in Q2 2024, reducing 101,564 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +335,269 | Add 148.38% | 561,222 | $117.21 |
| Q3 2025 | +73,963 | Add 48.66% | 225,953 | $123.75 |
| Q2 2025 | +32,880 | Add 27.60% | 151,990 | $118.00 |
| Q1 2025 | +40,320 | Add 51.17% | 119,110 | $121.97 |
| Q4 2024 | -8,336 | Reduce 9.57% | 78,790 | $107.74 |
| Q3 2024 | -23,164 | Reduce 21.00% | 87,126 | $115.30 |
| Q2 2024 | -101,564 | Reduce 47.94% | 110,290 | $100.23 |
| Q1 2024 | +193,834 | Add 1075.66% | 211,854 | $96.71 |
| Q4 2023 | -15,618 | Reduce 46.43% | 18,020 | $97.04 |
| Q3 2023 | -2,170 | Reduce 6.06% | 33,638 | $88.26 |
| Q2 2023 | +26,463 | Add 283.18% | 35,808 | $89.74 |
| Q1 2023 | +3,344 | Add 55.72% | 9,345 | $96.47 |
| Q4 2022 | +3,065 | Add 104.39% | 6,001 | $102.99 |
| Q3 2022 | -183 | Reduce 5.87% | 2,936 | $92.98 |
| Q2 2022 | -36 | Reduce 1.14% | 3,119 | $107.09 |
| Q1 2022 | -2,034 | Reduce 39.20% | 3,155 | $111.57 |
| Q4 2021 | +1,886 | Add 57.10% | 5,189 | $104.84 |
| Q3 2021 | -36,772 | Reduce 91.76% | 3,303 | $97.49 |
| Q2 2021 | +3,571 | Add 9.78% | 40,075 | $98.71 |
| Q1 2021 | -29,625 | Reduce 44.80% | 36,504 | $96.54 |
| Q4 2020 | +20,463 | Add 44.81% | 66,129 | $91.56 |
| Q3 2020 | +22,088 | Add 93.68% | 45,666 | $88.56 |
| Q2 2020 | +19,666 | Add 502.71% | 23,578 | $79.90 |
| Q1 2020 | +3,912 | New Buy | 3,912 | $80.78 |
| Q4 2019 | -2,287 | Sold Out | 0 | $0.00 |
| Q3 2019 | -851 | Reduce 27.12% | 2,287 | $95.76 |
| Q2 2019 | +182 | Add 6.16% | 3,138 | $88.27 |
| Q1 2019 | +2,956 | New Buy | 2,956 | $89.99 |
| Q3 2018 | -16,289 | Sold Out | 0 | $0.00 |
| Q2 2018 | -43,243 | Reduce 72.64% | 16,289 | $79.07 |
| Q1 2018 | -29,006 | Reduce 32.76% | 59,532 | $77.47 |
| Q4 2017 | +88,538 | New Buy | 88,538 | $84.11 |
| Q1 2017 | -27,589 | Sold Out | 0 | $0.00 |
| Q4 2016 | +24,552 | Add 808.43% | 27,589 | $77.60 |
| Q3 2016 | +3,037 | New Buy | 3,037 | $80.01 |
Joel Greenblatt's Duke Energy Corporation Investment FAQs
Joel Greenblatt first purchased Duke Energy Corporation (DUK) in Q3 2016, acquiring 3,037 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Duke Energy Corporation (DUK) for 35 quarters since Q3 2016.
Joel Greenblatt's largest addition to Duke Energy Corporation (DUK) was in Q4 2025, adding 561,222 shares worth $65.78 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 561,222 shares of Duke Energy Corporation (DUK), valued at approximately $65.78 M.
As of the Q4 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.24% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Duke Energy Corporation (DUK) was 561,222 shares, as reported at the end of Q4 2025.