LBMC INVESTMENT ADVISORS, LLC – Duke Energy Corporation Transaction History
LBMC INVESTMENT ADVISORS, LLC portfolio value:
$551,000
portfolio value
LBMC 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 | Increase | +0.02% | 1 shares | -84K | $93.02 | 5.92K |
| Q2 2022 | share | Decrease | -2.21% | -134 shares | -42K | $107.21 | 5.92K |
| Q1 2022 | share | Increase | +0.02% | 1 shares | 41K | $111.66 | 6.06K |
| Q4 2021 | share | Increase | +0.03% | 2 shares | 45K | $104.79 | 6.05K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $96.65 | 6.05K | |
| Q2 2021 | share | Increase | +1.22% | 73 shares | 20K | $96.87 | 6.05K |
| Q1 2021 | share | Decrease | -2.41% | -148 shares | 17K | $93.84 | 5.98K |
| Q4 2020 | share | Increase | +2.73% | 163 shares | 32K | $88.07 | 6.13K |
| Q3 2020 | share | Increase | +0.02% | 1 shares | 52K | $84.32 | 5.96K |
| Q2 2020 | share | Decrease | -10.19% | -677 shares | -60K | $75.19 | 5.96K |
| Q1 2020 | share | 0.00% | 0 shares | -69K | $75.26 | 6.64K | |
| Q4 2019 | share | 0.00% | 0 shares | -31K | $84.07 | 6.64K | |
| Q3 2019 | share | Decrease | -5.84% | -412 shares | 14K | $87.42 | 6.64K |
| Q2 2019 | share | 0.00% | 0 shares | -12K | $79.63 | 7.05K | |
| Q1 2019 | share | Decrease | -8.75% | -677 shares | -32K | $80.36 | 7.05K |
| Q4 2018 | share | Increase | +5.93% | 433 shares | 83K | $76.25 | 7.73K |
| Q3 2018 | share | Decrease | -20.38% | -1.86K shares | -141K | $69.95 | 7.30K |
| Q2 2018 | share | Increase | +4.81% | 421 shares | 47K | $68.35 | 9.17K |
| Q1 2018 | share | Decrease | -12.48% | -1.24K shares | -163K | $66.16 | 8.74K |
| Q4 2017 | share | Increase | +50.35% | 3.34K shares | 283K | $71.01 | 9.99K |
| Q3 2017 | share | Increase | +15.07% | 871 shares | 75K | $70.15 | 6.64K |
| Q2 2017 | share | Increase | +0.77% | 44 shares | 13K | $69.16 | 5.77K |
| Q1 2017 | share | Increase | +0.79% | 45 shares | 28K | $67.16 | 5.73K |
| Q4 2016 | share | Increase | 0.00% | 5.68K shares | 442K | $62.86 | 5.68K |