MONETA GROUP INVESTMENT ADVISORS LLC – Duke Energy Corporation Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$726,000
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC 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 | Decrease | -6.72% | -562 shares | -171K | $93.02 | 7.80K |
| Q2 2022 | share | Decrease | -1.13% | -96 shares | -48K | $107.21 | 8.36K |
| Q1 2022 | share | Increase | +46.98% | 2.70K shares | 341K | $111.66 | 8.46K |
| Q4 2021 | share | Increase | +15.86% | 788 shares | 119K | $104.79 | 5.75K |
| Q3 2021 | share | Increase | +5.52% | 260 shares | 20K | $96.65 | 4.97K |
| Q2 2021 | share | Increase | +12.54% | 525 shares | 61K | $96.87 | 4.71K |
| Q1 2021 | share | Increase | 0.00% | 4.18K shares | 404K | $93.84 | 4.18K |
| Q3 2020 | share | Decrease | -100.00% | -3.53K shares | -282K | $84.32 | 0 |
| Q2 2020 | share | Increase | 0.00% | 3.53K shares | 282K | $75.19 | 3.53K |
| Q1 2020 | share | Decrease | -100.00% | -1.90K shares | -174K | $75.26 | 0 |
| Q4 2019 | share | Increase | +35.51% | 500 shares | 39K | $84.07 | 1.90K |
| Q3 2019 | share | Increase | 0.00% | 1.40K shares | 135K | $87.42 | 1.40K |
| Q3 2018 | share | Decrease | -100.00% | -2.36K shares | -187K | $69.95 | 0 |
| Q2 2018 | share | Decrease | -95.45% | -49.57K shares | -42K | $68.35 | 2.36K |
| Q1 2018 | share | Increase | +2971.32% | 50.24K shares | 87K | $66.16 | 51.93K |
| Q4 2017 | share | Increase | 0.00% | 1.69K shares | 142K | $71.01 | 1.69K |
| Q2 2017 | share | Decrease | -100.00% | -2.57K shares | -211K | $69.16 | 0 |
| Q1 2017 | share | Decrease | -21.62% | -710 shares | -44K | $67.16 | 2.57K |
| Q4 2016 | share | Increase | 0.00% | 3.28K shares | 255K | $62.86 | 3.28K |
| Q3 2016 | share | Decrease | -100.00% | -2.38K shares | -205K | $64.08 | 0 |
| Q2 2016 | share | Increase | 0.00% | 2.38K shares | 205K | $67.99 | 2.38K |