Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Duke Energy Corp. (DUK)
← All DUK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q3 0 0.00 Sell 100.00% 0.02 $38.11–45.60 · VW $42.59i SEC
2004   Q2 149,573 0.02 Buy 0.02 $33.37–39.17 · VW $37.05i $5,290,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.05 $32.86–39.92 · VW $35.85i SEC
2003   Q4 352,273 0.05 Reduce 96.30% 1.25 $30.77–39.21 · VW $36.09i $12,558,000 SEC
2003   Q3 9,525,982 1.30 Add 19.39% 0.21 $29.72–33.16 · VW $31.44i $295,764,000 SEC
2003   Q2 7,978,784 1.31 Add 2.95% 0.04 $29.20–36.17 · VW $31.72i $277,493,000 SEC
2003   Q1 7,749,924 0.91 Add 112.42% 0.48 $21.29–34.10 · VW $29.72i $196,442,000 SEC
2002   Q4 3,648,330 0.73 Add 30.24% 0.17 $22.66–37.60 · VW $27.94i $124,277,000 SEC
2002   Q3 2,801,337 0.50 Add 62.51% 0.19 $28.62–46.77 · VW $36.60i $95,473,000 SEC
2002   Q2 1,723,783 0.41 Buy 0.41 $31.55–59.03 · VW $45.78i $93,458,000 SEC
Price snapshot:
Current price$126.86
52-week low$111.97
52-week high$133.34