SHEPHERD FINANCIAL PARTNERS LLC – Duke Energy Corporation Transaction History
SHEPHERD FINANCIAL PARTNERS LLC portfolio value:
$1.97M
portfolio value
SHEPHERD FINANCIAL PARTNERS 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 | +0.41% | 86 shares | -292K | $93.02 | 21.23K |
| Q2 2022 | share | Increase | +1.46% | 305 shares | -59K | $107.21 | 21.15K |
| Q1 2022 | share | Increase | +0.45% | 94 shares | 150K | $111.66 | 20.84K |
| Q4 2021 | share | Increase | +3.47% | 696 shares | 218K | $104.79 | 20.75K |
| Q3 2021 | share | Increase | +0.18% | 36 shares | -18K | $96.65 | 20.05K |
| Q2 2021 | share | Increase | +1.41% | 279 shares | 71K | $96.87 | 20.01K |
| Q1 2021 | share | Increase | +4.13% | 783 shares | 170K | $93.84 | 19.74K |
| Q4 2020 | share | Increase | +5.09% | 918 shares | 137K | $88.07 | 18.95K |
| Q3 2020 | share | Increase | +139.63% | 10.51K shares | 997K | $84.32 | 18.03K |
| Q2 2020 | share | Increase | +0.05% | 4 shares | -8K | $75.19 | 7.52K |
| Q1 2020 | share | Decrease | -65.40% | -14.22K shares | -1.37M | $75.26 | 7.52K |
| Q4 2019 | share | Increase | +0.06% | 13 shares | -102K | $84.07 | 21.74K |
| Q3 2019 | share | Increase | +3.79% | 794 shares | 236K | $87.42 | 21.73K |
| Q2 2019 | share | Increase | +0.02% | 4 shares | -36K | $79.63 | 20.93K |
| Q1 2019 | share | Decrease | -35.59% | -11.56K shares | -924K | $80.36 | 20.93K |
| Q4 2018 | share | Increase | +27.78% | 7.06K shares | 797K | $76.25 | 32.49K |
| Q3 2018 | share | 0.00% | 0 shares | -17K | $69.95 | 25.43K | |
| Q2 2018 | share | Decrease | -5.20% | -1.39K shares | -49K | $68.35 | 25.43K |
| Q1 2018 | share | Increase | +0.26% | 70 shares | -172K | $66.16 | 26.82K |
| Q4 2017 | share | Increase | +0.01% | 4 shares | -20K | $71.01 | 26.75K |
| Q3 2017 | share | Decrease | -7.43% | -2.14K shares | -135K | $70.15 | 26.75K |
| Q2 2017 | share | Decrease | -0.91% | -266 shares | -14K | $69.16 | 28.90K |
| Q1 2017 | share | Increase | +0.82% | 237 shares | 170K | $67.16 | 29.16K |
| Q4 2016 | share | Increase | 0.00% | 28.93K shares | 2.24M | $62.86 | 28.93K |