BEESE FULMER INVESTMENT MANAGEMENT, INC. – Duke Energy Corporation Transaction History
BEESE FULMER INVESTMENT MANAGEMENT, INC. portfolio value:
$471,000
portfolio value
BEESE FULMER INVESTMENT MANAGEMENT, INC. quarter portfolio value change:
-13.24%
quarter
Duke Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -72K | $93.02 | 5.06K | |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $107.21 | 5.06K | |
| Q1 2022 | share | Decrease | -8.32% | -460 shares | -14K | $111.66 | 5.06K |
| Q4 2021 | share | Decrease | -4.90% | -285 shares | 13K | $104.79 | 5.52K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $96.65 | 5.81K | |
| Q2 2021 | share | Decrease | -4.91% | -300 shares | -16K | $96.87 | 5.81K |
| Q1 2021 | share | Increase | +8.43% | 475 shares | 74K | $93.84 | 6.11K |
| Q4 2020 | share | Increase | +5.03% | 270 shares | 41K | $88.07 | 5.63K |
| Q3 2020 | share | Increase | +7.19% | 360 shares | 75K | $84.32 | 5.36K |
| Q2 2020 | share | 0.00% | 0 shares | -5K | $75.19 | 5.00K | |
| Q1 2020 | share | Increase | +5.81% | 275 shares | -27K | $75.26 | 5.00K |
| Q4 2019 | share | Increase | +1.50% | 70 shares | -15K | $84.07 | 4.73K |
| Q3 2019 | share | Increase | +68.02% | 1.88K shares | 202K | $87.42 | 4.66K |
| Q2 2019 | share | 0.00% | 0 shares | -5K | $79.63 | 2.77K | |
| Q1 2019 | share | 0.00% | 0 shares | 11K | $80.36 | 2.77K | |
| Q4 2018 | share | 0.00% | 0 shares | 17K | $76.25 | 2.77K | |
| Q3 2018 | share | 0.00% | 0 shares | 3K | $69.95 | 2.77K | |
| Q2 2018 | share | 0.00% | 0 shares | 4K | $68.35 | 2.77K | |
| Q1 2018 | share | Decrease | -0.82% | -23 shares | -20K | $66.16 | 2.77K |
| Q4 2017 | share | Decrease | -2.98% | -86 shares | -7K | $71.01 | 2.79K |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $70.15 | 2.88K | |
| Q2 2017 | share | 0.00% | 0 shares | 5K | $69.16 | 2.88K | |
| Q1 2017 | share | 0.00% | 0 shares | 12K | $67.16 | 2.88K | |
| Q4 2016 | share | 0.00% | 0 shares | -7K | $62.86 | 2.88K | |
| Q3 2016 | share | Increase | +14.91% | 374 shares | 16K | $64.08 | 2.88K |
| Q2 2016 | share | 0.00% | 0 shares | 15K | $67.99 | 2.50K | |
| Q1 2016 | share | Increase | 0.00% | 2.50K shares | 200K | $63.26 | 2.50K |