LIDO ADVISORS, LLC – Duke Energy Corporation Transaction History
LIDO ADVISORS, LLC portfolio value:
$2.33M
portfolio value
LIDO 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 | +0.86% | 215 shares | -335K | $93.02 | 25.14K |
| Q2 2022 | share | Increase | +1.39% | 342 shares | -72K | $107.21 | 24.93K |
| Q1 2022 | share | Increase | +1.17% | 284 shares | 196K | $111.66 | 24.59K |
| Q4 2021 | share | Increase | +0.92% | 222 shares | 199K | $104.79 | 24.30K |
| Q3 2021 | share | Increase | +22.82% | 4.31K shares | 400K | $96.65 | 23.23K |
| Q2 2021 | share | Increase | +32.26% | 4.61K shares | 487K | $96.87 | 18.91K |
| Q1 2021 | share | Increase | +1.35% | 190 shares | 89K | $93.84 | 14.30K |
| Q4 2020 | share | Decrease | -15.42% | -2.57K shares | -186K | $88.07 | 14.11K |
| Q3 2020 | share | Increase | +12.63% | 1.87K shares | 294K | $84.32 | 16.68K |
| Q2 2020 | share | Decrease | -10.20% | -1.68K shares | -150K | $75.19 | 14.81K |
| Q1 2020 | share | Decrease | -2.21% | -372 shares | -205K | $75.26 | 16.49K |
| Q4 2019 | share | Increase | +9.25% | 1.42K shares | 59K | $84.07 | 16.87K |
| Q3 2019 | share | Increase | +12.07% | 1.66K shares | 265K | $87.42 | 15.44K |
| Q2 2019 | share | Increase | +1.40% | 190 shares | -8K | $79.63 | 13.77K |
| Q1 2019 | share | Increase | +37.12% | 3.67K shares | 368K | $80.36 | 13.58K |
| Q4 2018 | share | Increase | +4.35% | 413 shares | 95K | $76.25 | 9.91K |
| Q3 2018 | share | Increase | +7.19% | 637 shares | 60K | $69.95 | 9.49K |
| Q2 2018 | share | Increase | +7.07% | 585 shares | 59K | $68.35 | 8.86K |
| Q1 2018 | share | Increase | +34.25% | 2.11K shares | 123K | $66.16 | 8.27K |
| Q4 2017 | share | Increase | +0.37% | 23 shares | -24K | $71.01 | 6.16K |
| Q3 2017 | share | Increase | +22.89% | 1.14K shares | 124K | $70.15 | 6.14K |
| Q2 2017 | share | Decrease | -0.62% | -31 shares | 1K | $69.16 | 4.99K |
| Q1 2017 | share | Decrease | -37.15% | -2.97K shares | -204K | $67.16 | 5.02K |
| Q4 2016 | share | Increase | +37.32% | 2.17K shares | 155K | $62.86 | 8K |
| Q3 2016 | share | Increase | +98.03% | 2.88K shares | 214K | $64.08 | 5.82K |
| Q2 2016 | share | Increase | 0.00% | 2.94K shares | 252K | $67.99 | 2.94K |