Joel Greenblatt's DUK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 225,953 shares of Duke Energy Corporation (DUK) worth $27.96 M, representing 0.12% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in DUK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 193,834 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +3,037 | New Buy | 3,037 | $80.01 |
| Q4 2016 | +24,552 | Add 808.43% | 27,589 | $77.60 |
| Q1 2017 | -27,589 | Sold Out | 27,589 | $0.00 |
| Q4 2017 | +88,538 | New Buy | 88,538 | $84.11 |
| Q1 2018 | -29,006 | Reduce 32.76% | 59,532 | $77.47 |
| Q2 2018 | -43,243 | Reduce 72.64% | 16,289 | $79.07 |
| Q3 2018 | -16,289 | Sold Out | 16,289 | $0.00 |
| Q1 2019 | +2,956 | New Buy | 2,956 | $89.99 |
| Q2 2019 | +182 | Add 6.16% | 3,138 | $88.27 |
| Q3 2019 | -851 | Reduce 27.12% | 2,287 | $95.76 |
| Q4 2019 | -2,287 | Sold Out | 2,287 | $0.00 |
| Q1 2020 | +3,912 | New Buy | 3,912 | $80.78 |
| Q2 2020 | +19,666 | Add 502.71% | 23,578 | $79.90 |
| Q3 2020 | +22,088 | Add 93.68% | 45,666 | $88.56 |
| Q4 2020 | +20,463 | Add 44.81% | 66,129 | $91.56 |
| Q1 2021 | -29,625 | Reduce 44.80% | 36,504 | $96.54 |
| Q2 2021 | +3,571 | Add 9.78% | 40,075 | $98.71 |
| Q3 2021 | -36,772 | Reduce 91.76% | 3,303 | $97.49 |
| Q4 2021 | +1,886 | Add 57.10% | 5,189 | $104.84 |
| Q1 2022 | -2,034 | Reduce 39.20% | 3,155 | $111.57 |
| Q2 2022 | -36 | Reduce 1.14% | 3,119 | $107.09 |
| Q3 2022 | -183 | Reduce 5.87% | 2,936 | $92.98 |
| Q4 2022 | +3,065 | Add 104.39% | 6,001 | $102.99 |
| Q1 2023 | +3,344 | Add 55.72% | 9,345 | $96.47 |
| Q2 2023 | +26,463 | Add 283.18% | 35,808 | $89.74 |
| Q3 2023 | -2,170 | Reduce 6.06% | 33,638 | $88.26 |
| Q4 2023 | -15,618 | Reduce 46.43% | 18,020 | $97.04 |
| Q1 2024 | +193,834 | Add 1075.66% | 211,854 | $96.71 |
| Q2 2024 | -101,564 | Reduce 47.94% | 110,290 | $100.23 |
| Q3 2024 | -23,164 | Reduce 21.00% | 87,126 | $115.30 |
| Q4 2024 | -8,336 | Reduce 9.57% | 78,790 | $107.74 |
| Q1 2025 | +40,320 | Add 51.17% | 119,110 | $121.97 |
| Q2 2025 | +32,880 | Add 27.60% | 151,990 | $118.00 |
| Q3 2025 | +73,963 | Add 48.66% | 225,953 | $123.75 |
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 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Duke Energy Corporation (DUK) was in Q1 2024, adding 211,854 shares worth $20.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 225,953 shares of Duke Energy Corporation (DUK), valued at approximately $27.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Duke Energy Corporation (DUK) was 225,953 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.