EP WEALTH ADVISORS, LLC – Duke Energy Corporation Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$2.21M
portfolio value
EP 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 | Increase | +118.87% | 12.91K shares | 1.04M | $93.02 | 23.77K |
| Q2 2022 | share | Increase | +49.29% | 3.58K shares | 352K | $107.21 | 10.86K |
| Q1 2022 | share | Increase | +5.05% | 350 shares | 86K | $111.66 | 7.27K |
| Q4 2021 | share | Increase | +15.21% | 914 shares | 139K | $104.79 | 6.92K |
| Q3 2021 | share | Decrease | -16.89% | -1.22K shares | -127K | $96.65 | 6.01K |
| Q2 2021 | share | Decrease | -4.48% | -339 shares | -17K | $96.87 | 7.23K |
| Q1 2021 | share | Increase | +13.64% | 909 shares | 121K | $93.84 | 7.57K |
| Q4 2020 | share | Decrease | -12.04% | -912 shares | -61K | $88.07 | 6.66K |
| Q3 2020 | share | Decrease | -11.97% | -1.03K shares | -16K | $84.32 | 7.57K |
| Q2 2020 | share | Decrease | -13.13% | -1.30K shares | -114K | $75.19 | 8.60K |
| Q1 2020 | share | Decrease | -1.49% | -150 shares | -116K | $75.26 | 9.90K |
| Q4 2019 | share | Decrease | -10.80% | -1.21K shares | -164K | $84.07 | 10.05K |
| Q3 2019 | share | Decrease | -3.76% | -441 shares | 47K | $87.42 | 11.27K |
| Q2 2019 | share | Increase | +5.95% | 658 shares | 39K | $79.63 | 11.71K |
| Q1 2019 | share | Decrease | -15.29% | -1.99K shares | -131K | $80.36 | 11.05K |
| Q4 2018 | share | Increase | +4.61% | 575 shares | 127K | $76.25 | 13.05K |
| Q3 2018 | share | Increase | 0.00% | 12.47K shares | 999K | $69.95 | 12.47K |