Joel Greenblatt’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.7M | Sell |
479,341
-14,390
| -3% | -$1.82M | 0.14% | 115 |
|
|
2026
Q1 | $64.6M | Sell |
493,731
-67,491
| -12% | -$8.44M | 0.2% | 40 |
|
|
2025
Q4 | $65.8M | Buy |
561,222
+335,269
| +148% | +$40.9M | 0.24% | 28 |
|
|
2025
Q3 | $28M | Buy |
225,953
+73,963
| +49% | +$8.98M | 0.12% | 187 |
|
|
2025
Q2 | $17.9M | Buy |
151,990
+32,880
| +28% | +$3.88M | 0.11% | 236 |
|
|
2025
Q1 | $14.5M | Buy |
119,110
+40,320
| +51% | +$4.6M | 0.12% | 217 |
|
|
2024
Q4 | $8.49M | Sell |
78,790
-8,336
| -10% | -$944K | 0.08% | 356 |
|
|
2024
Q3 | $10M | Sell |
87,126
-23,164
| -21% | -$2.58M | 0.1% | 280 |
|
|
2024
Q2 | $11.1M | Sell |
110,290
-101,564
| -48% | -$10.2M | 0.14% | 149 |
|
|
2024
Q1 | $20.5M | Buy |
211,854
+193,834
| +1,076% | +$18.4M | 0.31% | 27 |
|
|
2023
Q4 | $1.75M | Sell |
18,020
-15,618
| -46% | -$1.42M | 0.03% | 654 |
|
|
2023
Q3 | $2.97M | Sell |
33,638
-2,170
| -6% | -$199K | 0.06% | 437 |
|
|
2023
Q2 | $3.21M | Buy |
35,808
+26,463
| +283% | +$2.5M | 0.07% | 400 |
|
|
2023
Q1 | $902K | Buy |
9,345
+3,344
| +56% | +$330K | 0.02% | 783 |
|
|
2022
Q4 | $618K | Buy |
6,001
+3,065
| +104% | +$294K | 0.02% | 828 |
|
|
2022
Q3 | $273K | Sell |
2,936
-183
| -6% | -$19.7K | 0.01% | 1009 |
|
|
2022
Q2 | $334K | Sell |
3,119
-36
| -1% | -$3.96K | 0.01% | 897 |
|
|
2022
Q1 | $352K | Sell |
3,155
-2,034
| -39% | -$211K | 0.01% | 906 |
|
|
2021
Q4 | $544K | Buy |
5,189
+1,886
| +57% | +$191K | 0.02% | 741 |
|
|
2021
Q3 | $322K | Sell |
3,303
-36,772
| -92% | -$3.81M | 0.01% | 800 |
|
|
2021
Q2 | $3.96M | Buy |
40,075
+3,571
| +10% | +$359K | 0.17% | 177 |
|
|
2021
Q1 | $3.52M | Sell |
36,504
-29,625
| -45% | -$2.7M | 0.16% | 187 |
|
|
2020
Q4 | $6.05M | Buy |
66,129
+20,463
| +45% | +$1.89M | 0.2% | 151 |
|
|
2020
Q3 | $4.04M | Buy |
45,666
+22,088
| +94% | +$1.82M | 0.13% | 215 |
|
|
2020
Q2 | $1.88M | Buy |
23,578
+19,666
| +503% | +$1.66M | 0.06% | 407 |
|
|
2020
Q1 | $316K | Buy |
+3,912
| New | +$359K | 0.01% | 827 |
|
|
2019
Q4 | – | Sell |
-2,287
| Closed | -$219K | – | 1120 |
|
|
2019
Q3 | $219K | Sell |
2,287
-851
| -27% | -$77.4K | ﹤0.01% | 991 |
|
|
2019
Q2 | $277K | Buy |
3,138
+182
| +6% | +$16.1K | ﹤0.01% | 976 |
|
|
2019
Q1 | $266K | Buy |
+2,956
| New | +$261K | ﹤0.01% | 1030 |
|
|
2018
Q3 | – | Sell |
-16,289
| Closed | -$1.29M | – | 955 |
|
|
2018
Q2 | $1.29M | Sell |
16,289
-43,243
| -73% | -$3.33M | 0.02% | 545 |
|
|
2018
Q1 | $4.61M | Sell |
59,532
-29,006
| -33% | -$2.24M | 0.06% | 379 |
|
|
2017
Q4 | $7.45M | Buy |
+88,538
| New | +$7.73M | 0.11% | 283 |
|
|
2017
Q1 | – | Sell |
-27,589
| Closed | -$2.14M | – | 1017 |
|
|
2016
Q4 | $2.14M | Buy |
27,589
+24,552
| +808% | +$1.88M | 0.03% | 497 |
|
|
2016
Q3 | $243K | Buy |
+3,037
| New | +$252K | ﹤0.01% | 825 |
|
Other funds holding DUK
Joel Greenblatt's DUK Position: Q2 2026 in Review
Joel Greenblatt reduced its Duke Energy (DUK) stake by 2.9% in Q2 2026, selling an estimated $1.82M and leaving 479,341 shares worth $60.7M. The position accounts for 0.14% of the portfolio, ranked #115.
Joel Greenblatt first reported a position in DUK in Q3 2016 and has held it in 34 quarters since. The position peaked at $65.8M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Joel Greenblatt held 479,341 shares of Duke Energy worth $60.7M as of Q2 2026.
- Joel Greenblatt sold 14,390 Duke Energy shares in Q2 2026, an estimated $1.82M.
- Duke Energy made up 0.14% of Joel Greenblatt's portfolio in Q2 2026, its #115 holding.
- Joel Greenblatt first reported a position in Duke Energy in Q3 2016 and has held it in 34 quarters since.
- Joel Greenblatt's Duke Energy position peaked at $65.8M in Q4 2025.
- 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.