CREATIVE PLANNING – Duke Energy Corporation Transaction History
CREATIVE PLANNING portfolio value:
$20.09M
portfolio value
CREATIVE PLANNING 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 | +3.98% | 8.26K shares | -2.18M | $93.02 | 216.04K |
| Q2 2022 | share | Increase | +3.96% | 7.91K shares | -41K | $107.21 | 207.78K |
| Q1 2022 | share | Decrease | -7.08% | -15.23K shares | -248K | $111.66 | 199.86K |
| Q4 2021 | share | Decrease | -2.29% | -5.04K shares | 1.08M | $104.79 | 215.10K |
| Q3 2021 | share | Increase | +9.19% | 18.53K shares | 1.58M | $96.65 | 220.15K |
| Q2 2021 | share | Decrease | -6.11% | -13.11K shares | -825K | $96.87 | 201.62K |
| Q1 2021 | share | Decrease | -0.70% | -1.52K shares | 929K | $93.84 | 214.73K |
| Q4 2020 | share | Increase | +1.62% | 3.44K shares | 953K | $88.07 | 216.25K |
| Q3 2020 | share | Increase | +4.35% | 8.88K shares | 2.55M | $84.32 | 212.81K |
| Q2 2020 | share | Increase | +2.70% | 5.37K shares | 233K | $75.19 | 203.93K |
| Q1 2020 | share | Increase | +0.78% | 1.53K shares | -1.91M | $75.26 | 198.56K |
| Q4 2019 | share | Decrease | -1.00% | -1.98K shares | -1.10M | $84.07 | 197.03K |
| Q3 2019 | share | Increase | +5.56% | 10.48K shares | 2.44M | $87.42 | 199.01K |
| Q2 2019 | share | Decrease | -7.90% | -16.17K shares | -1.78M | $79.63 | 188.52K |
| Q1 2019 | share | Decrease | -4.85% | -10.43K shares | -143K | $80.36 | 204.70K |
| Q4 2018 | share | Increase | +7.30% | 14.63K shares | 2.52M | $76.25 | 215.13K |
| Q3 2018 | share | Increase | +3.46% | 6.70K shares | 719K | $69.95 | 200.50K |
| Q2 2018 | share | Increase | +2.12% | 4.01K shares | 623K | $68.35 | 193.79K |
| Q1 2018 | share | Decrease | -5.95% | -12K shares | -2.27M | $66.16 | 189.77K |
| Q4 2017 | share | Increase | +7.26% | 13.65K shares | 1.18M | $71.01 | 201.77K |
| Q3 2017 | share | Increase | +51.77% | 64.17K shares | 5.42M | $70.15 | 188.12K |
| Q2 2017 | share | Decrease | -13.74% | -19.74K shares | -1.42M | $69.16 | 123.94K |
| Q1 2017 | share | Increase | +10.11% | 13.19K shares | 1.65M | $67.16 | 143.68K |
| Q4 2016 | share | Increase | +27.10% | 27.82K shares | 1.91M | $62.86 | 130.49K |
| Q3 2016 | share | Increase | +5.71% | 5.54K shares | -115K | $64.08 | 102.67K |
| Q2 2016 | share | Increase | +11.35% | 9.90K shares | 1.29M | $67.99 | 97.12K |
| Q1 2016 | share | Decrease | -3.07% | -2.76K shares | 612K | $63.26 | 87.22K |