PLANTE MORAN FINANCIAL ADVISORS, LLC – Duke Energy Corporation Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$123,000
portfolio value
PLANTE MORAN FINANCIAL 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 | -4.49% | -62 shares | -25K | $93.02 | 1.31K |
| Q2 2022 | share | Increase | +5.18% | 68 shares | 2K | $107.21 | 1.38K |
| Q1 2022 | share | Decrease | -17.28% | -274 shares | -20K | $111.66 | 1.31K |
| Q4 2021 | share | Increase | +32.39% | 388 shares | 49K | $104.79 | 1.58K |
| Q3 2021 | share | Decrease | -11.78% | -160 shares | -17K | $96.65 | 1.19K |
| Q2 2021 | share | Decrease | -5.37% | -77 shares | -5K | $96.87 | 1.35K |
| Q1 2021 | share | Increase | +0.84% | 12 shares | 9K | $93.84 | 1.43K |
| Q4 2020 | share | Decrease | -35.11% | -770 shares | -64K | $88.07 | 1.42K |
| Q3 2020 | share | Decrease | -24.22% | -701 shares | -37K | $84.32 | 2.19K |
| Q2 2020 | share | Decrease | -0.75% | -22 shares | -5K | $75.19 | 2.89K |
| Q1 2020 | share | Increase | +6.50% | 178 shares | -14K | $75.26 | 2.91K |
| Q4 2019 | share | Decrease | -59.01% | -3.94K shares | -390K | $84.07 | 2.73K |
| Q3 2019 | share | Increase | +12.18% | 725 shares | 115K | $87.42 | 6.67K |
| Q2 2019 | share | Increase | +0.03% | 2 shares | -11K | $79.63 | 5.95K |
| Q1 2019 | share | Increase | +2.67% | 155 shares | 36K | $80.36 | 5.95K |
| Q4 2018 | share | Increase | +1.76% | 100 shares | 44K | $76.25 | 5.79K |
| Q3 2018 | share | Increase | +7.01% | 373 shares | 35K | $69.95 | 5.69K |
| Q2 2018 | share | Decrease | -4.47% | -249 shares | -11K | $68.35 | 5.32K |
| Q1 2018 | share | Increase | +1529.53% | 5.23K shares | 403K | $66.16 | 5.57K |
| Q4 2017 | share | Decrease | -77.29% | -1.16K shares | -97K | $71.01 | 342 |
| Q3 2017 | share | Decrease | -9.66% | -161 shares | -13K | $70.15 | 1.50K |
| Q2 2017 | share | Decrease | -31.09% | -752 shares | -59K | $69.16 | 1.66K |
| Q1 2017 | share | Decrease | -8.89% | -236 shares | -8K | $67.16 | 2.41K |
| Q4 2016 | share | Decrease | -4.15% | -115 shares | -16K | $62.86 | 2.65K |
| Q3 2016 | share | Increase | +0.91% | 25 shares | -13K | $64.08 | 2.77K |
| Q2 2016 | share | Increase | +46.56% | 872 shares | 84K | $67.99 | 2.74K |
| Q1 2016 | share | Decrease | -1.27% | -24 shares | 16K | $63.26 | 1.87K |