INDEPENDENT ADVISOR ALLIANCE – Duke Energy Corporation Transaction History
INDEPENDENT ADVISOR ALLIANCE portfolio value:
$11.39M
portfolio value
INDEPENDENT ADVISOR ALLIANCE 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 | Decrease | -23.64% | -37.91K shares | -5.80M | $93.02 | 122.46K |
| Q2 2022 | share | Increase | +9.34% | 13.70K shares | 816K | $107.21 | 160.37K |
| Q1 2022 | share | Decrease | -11.09% | -18.29K shares | -927K | $111.66 | 146.67K |
| Q4 2021 | share | Increase | +7.15% | 11.01K shares | 2.28M | $104.79 | 164.97K |
| Q3 2021 | share | Increase | +1.91% | 2.89K shares | 111K | $96.65 | 153.95K |
| Q2 2021 | share | Increase | +0.09% | 133 shares | 343K | $96.87 | 151.06K |
| Q1 2021 | share | Increase | +2.73% | 4.01K shares | 1.11M | $93.84 | 150.93K |
| Q4 2020 | share | Increase | +19.62% | 24.09K shares | 2.57M | $88.07 | 146.92K |
| Q3 2020 | share | Increase | +2.05% | 2.46K shares | 1.26M | $84.32 | 122.82K |
| Q2 2020 | share | Increase | +3.56% | 4.14K shares | 216K | $75.19 | 120.35K |
| Q1 2020 | share | Decrease | -17.38% | -24.44K shares | -3.43M | $75.26 | 116.21K |
| Q4 2019 | share | Increase | +0.35% | 489 shares | -527K | $84.07 | 140.65K |
| Q3 2019 | share | Decrease | -5.62% | -8.34K shares | 2.40M | $87.42 | 140.17K |
| Q2 2019 | share | Increase | +0.85% | 1.25K shares | -2.3M | $79.63 | 148.51K |
| Q1 2019 | share | Increase | +32.40% | 36.03K shares | 3.64M | $80.36 | 147.26K |
| Q4 2018 | share | Increase | +19.09% | 17.82K shares | 2.46M | $76.25 | 111.22K |
| Q3 2018 | share | Increase | +1.05% | 972 shares | 119K | $69.95 | 93.39K |
| Q2 2018 | share | Increase | +7.93% | 6.78K shares | 425K | $68.35 | 92.42K |
| Q1 2018 | share | Decrease | -0.30% | -255 shares | -458K | $66.16 | 85.63K |
| Q4 2017 | share | Increase | +13.37% | 10.13K shares | 635K | $71.01 | 85.89K |
| Q3 2017 | share | Increase | +3.60% | 2.63K shares | 342K | $70.15 | 75.76K |
| Q2 2017 | share | Increase | +5.14% | 3.57K shares | 320K | $69.16 | 73.12K |
| Q1 2017 | share | Increase | +11.39% | 7.11K shares | 936K | $67.16 | 69.55K |
| Q4 2016 | share | Increase | 0.00% | 62.43K shares | 4.82M | $62.86 | 62.43K |