EVERCORE WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$2.66M
portfolio value
EVERCORE WEALTH MANAGEMENT, 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 | -2.39% | -700 shares | -482K | $93.02 | 28.64K |
| Q2 2022 | share | Increase | +0.03% | 8 shares | -130K | $107.21 | 29.34K |
| Q1 2022 | share | Decrease | -1.16% | -345 shares | 162K | $111.66 | 29.33K |
| Q4 2021 | share | Decrease | -1.67% | -505 shares | 169K | $104.79 | 29.68K |
| Q3 2021 | share | Increase | +1.59% | 472 shares | 12K | $96.65 | 30.18K |
| Q2 2021 | share | Decrease | -8.14% | -2.63K shares | -189K | $96.87 | 29.71K |
| Q1 2021 | share | Decrease | -6.44% | -2.22K shares | -44K | $93.84 | 32.34K |
| Q4 2020 | share | Increase | +9.30% | 2.94K shares | 365K | $88.07 | 34.57K |
| Q3 2020 | share | Decrease | -2.92% | -953 shares | 198K | $84.32 | 31.63K |
| Q2 2020 | share | Increase | +0.03% | 11 shares | -31K | $75.19 | 32.58K |
| Q1 2020 | share | Decrease | -2.59% | -865 shares | -416K | $75.26 | 32.57K |
| Q4 2019 | share | Decrease | -8.15% | -2.96K shares | -441K | $84.07 | 33.44K |
| Q3 2019 | share | Increase | +6.38% | 2.18K shares | 471K | $87.42 | 36.40K |
| Q2 2019 | share | Increase | 0.00% | 34.22K shares | 3.02M | $79.63 | 34.22K |
| Q2 2016 | share | Decrease | -100.00% | -16.63K shares | -1.34M | $67.99 | 0 |
| Q1 2016 | share | Increase | +21.10% | 2.89K shares | 361K | $63.26 | 16.63K |