WAVERLY ADVISORS, LLC – Duke Energy Corporation Transaction History
WAVERLY ADVISORS, LLC portfolio value:
$710,000
portfolio value
WAVERLY 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 | +65.86% | 3.03K shares | 216K | $93.02 | 7.63K |
| Q2 2022 | share | Increase | +0.59% | 27 shares | -17K | $107.21 | 4.60K |
| Q1 2022 | share | Increase | +0.57% | 26 shares | 57K | $111.66 | 4.57K |
| Q4 2021 | share | Decrease | -14.10% | -747 shares | -77K | $104.79 | 4.55K |
| Q3 2021 | share | Increase | +9.37% | 454 shares | 18K | $96.65 | 5.29K |
| Q2 2021 | share | Increase | +0.52% | 25 shares | 20K | $96.87 | 4.84K |
| Q1 2021 | share | Increase | 0.00% | 4.82K shares | 493K | $93.84 | 4.82K |
| Q2 2020 | share | Decrease | -100.00% | -2.81K shares | -228K | $75.19 | 0 |
| Q1 2020 | share | Increase | 0.00% | 2.81K shares | 228K | $75.26 | 2.81K |
| Q1 2018 | share | Decrease | -100.00% | -7.52K shares | -633K | $66.16 | 0 |
| Q4 2017 | share | Increase | +1.91% | 141 shares | 14K | $71.01 | 7.52K |
| Q3 2017 | share | Increase | +4.31% | 305 shares | 28K | $70.15 | 7.38K |
| Q2 2017 | share | Decrease | -1.04% | -74 shares | 5K | $69.16 | 7.07K |
| Q1 2017 | share | Increase | 0.00% | 7.14K shares | 586K | $67.16 | 7.14K |