FORVIS WEALTH ADVISORS, LLC – Duke Energy Corporation Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.87M
portfolio value
FORVIS WEALTH 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 | -3.18% | -664 shares | -358K | $93.02 | 20.20K |
| Q2 2022 | share | Increase | +298.36% | 15.63K shares | 1.65M | $107.21 | 20.87K |
| Q1 2022 | share | Increase | +42.02% | 1.55K shares | 198K | $111.66 | 5.23K |
| Q4 2021 | share | Increase | +6.22% | 216 shares | 48K | $104.79 | 3.68K |
| Q3 2021 | share | Increase | +22.89% | 647 shares | 60K | $96.65 | 3.47K |
| Q2 2021 | share | Decrease | -32.08% | -1.33K shares | -123K | $96.87 | 2.82K |
| Q1 2021 | share | Decrease | -25.60% | -1.43K shares | -110K | $93.84 | 4.16K |
| Q4 2020 | share | Increase | +36.18% | 1.48K shares | 148K | $88.07 | 5.59K |
| Q3 2020 | share | Increase | +0.91% | 37 shares | 39K | $84.32 | 4.10K |
| Q2 2020 | share | Decrease | -2.75% | -115 shares | -13K | $75.19 | 4.07K |
| Q1 2020 | share | Increase | +46.48% | 1.32K shares | 77K | $75.26 | 4.18K |
| Q4 2019 | share | Increase | +17.77% | 431 shares | 28K | $84.07 | 2.85K |
| Q3 2019 | share | 0.00% | 0 shares | 19K | $87.42 | 2.42K | |
| Q2 2019 | share | Decrease | -19.38% | -583 shares | -57K | $79.63 | 2.42K |
| Q1 2019 | share | Decrease | -10.29% | -345 shares | -18K | $80.36 | 3.00K |
| Q4 2018 | share | Decrease | -14.29% | -559 shares | -24K | $76.25 | 3.35K |
| Q3 2018 | share | Increase | +48.33% | 1.27K shares | 104K | $69.95 | 3.91K |
| Q2 2018 | share | Decrease | -29.95% | -1.12K shares | -83K | $68.35 | 2.63K |
| Q1 2018 | share | Decrease | -18.11% | -833 shares | -95K | $66.16 | 3.76K |
| Q4 2017 | share | Decrease | -3.97% | -190 shares | -15K | $71.01 | 4.59K |
| Q3 2017 | share | Increase | +3.52% | 163 shares | 15K | $70.15 | 4.78K |
| Q2 2017 | share | Increase | +2.55% | 115 shares | 17K | $69.16 | 4.62K |
| Q1 2017 | share | Decrease | -0.68% | -31 shares | 17K | $67.16 | 4.51K |
| Q4 2016 | share | Increase | +45.02% | 1.41K shares | 102K | $62.86 | 4.54K |
| Q3 2016 | share | Decrease | -6.17% | -206 shares | -35K | $64.08 | 3.13K |
| Q2 2016 | share | Increase | +0.42% | 14 shares | 18K | $67.99 | 3.33K |
| Q1 2016 | share | Decrease | -7.23% | -259 shares | 12K | $63.26 | 3.32K |