Duke Energy (DUK)

Sector:Utilities
Super Investor Stats:
Ownership count:1
Ownership rank:686
% of all portfolios:0.009%
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 339.26% 50,380 0.58
Q4  2023
David Katz - Matrix Asset Advisors Buy 14,850 0.18
Lee Ainslie - Maverick Capital Sell 100.00% 3,806 0.01
Q3  2023
Lee Ainslie - Maverick Capital Buy 3,806 0.01
Q3  2021
David Katz - Matrix Asset Advisors Sell 100.00% 52,978 0.75
Lee Ainslie - Maverick Capital Sell 100.00% 9,926 0.01
Q2  2021
Lee Ainslie - Maverick Capital Add 245.01% 7,049 0.01
David Katz - Matrix Asset Advisors Reduce 33.90% 27,166 0.38
Q1  2021
David Katz - Matrix Asset Advisors Add 7.10% 5,314 0.08
Lee Ainslie - Maverick Capital Buy 2,877 0.00
Q4  2020
David Katz - Matrix Asset Advisors Add 0.26% 193 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 17,145 0.03
Q3  2020
Lee Ainslie - Maverick Capital Add 1287.14% 15,909 0.03
David Katz - Matrix Asset Advisors Add 32.08% 18,127 0.31
Q2  2020
David Katz - Matrix Asset Advisors Add 36.52% 15,117 0.23
Lee Ainslie - Maverick Capital Reduce 54.26% 1,466 0.00
Q1  2020
David Katz - Matrix Asset Advisors Buy 41,393 0.76
Lee Ainslie - Maverick Capital Buy 2,702 0.00
Q3  2010
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 150,000 0.10
Q2  2010
Prem Watsa - Fairfax Financial Holdings Buy 150,000 0.10
Q2  2009
Harry Burn - Sound Shore Sell 100.00% 938,900 0.95
Q1  2009
Harry Burn - Sound Shore Reduce 65.73% 1,800,500 1.82
Q4  2008
Harry Burn - Sound Shore Buy 2,739,400 2.67
Q1  2007
Bruce Berkowitz - Fairholme Capital Sell 100.00% 1,942,800 2.18
Dodge & Cox Sell 100.00% 14,083,600 0.74

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.