VALEO FINANCIAL ADVISORS, LLC – Duke Energy Corporation Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$1.71M
portfolio value
VALEO FINANCIAL 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 | +1.67% | 304 shares | -229K | $93.02 | 18.46K |
| Q2 2022 | share | Decrease | -6.16% | -1.19K shares | -214K | $107.21 | 18.16K |
| Q1 2022 | share | Decrease | -2.73% | -543 shares | 74K | $111.66 | 19.35K |
| Q4 2021 | share | Decrease | -1.11% | -223 shares | 124K | $104.79 | 19.89K |
| Q3 2021 | share | Increase | +0.53% | 106 shares | -13K | $96.65 | 20.11K |
| Q2 2021 | share | Decrease | -0.54% | -109 shares | 34K | $96.87 | 20.01K |
| Q1 2021 | share | Increase | +1.48% | 294 shares | 127K | $93.84 | 20.12K |
| Q4 2020 | share | Increase | +1.89% | 368 shares | 92K | $88.07 | 19.82K |
| Q3 2020 | share | Increase | +0.80% | 155 shares | 181K | $84.32 | 19.46K |
| Q2 2020 | share | Increase | +35.25% | 5.03K shares | 255K | $75.19 | 19.30K |
| Q1 2020 | share | Increase | +1.92% | 269 shares | 10K | $75.26 | 14.27K |
| Q4 2019 | share | Increase | +1.33% | 184 shares | -48K | $84.07 | 14.00K |
| Q3 2019 | share | Decrease | -0.23% | -32 shares | 103K | $87.42 | 13.82K |
| Q2 2019 | share | Decrease | -6.75% | -1.00K shares | -115K | $79.63 | 13.85K |
| Q1 2019 | share | Decrease | -49.69% | -14.67K shares | -1.21M | $80.36 | 14.85K |
| Q4 2018 | share | Decrease | -3.29% | -1.00K shares | 21K | $76.25 | 29.52K |
| Q3 2018 | share | Increase | +3.72% | 1.09K shares | 145K | $69.95 | 30.53K |
| Q2 2018 | share | Increase | +3.44% | 980 shares | 177K | $68.35 | 29.43K |
| Q1 2018 | share | Increase | +11.01% | 2.82K shares | 49K | $66.16 | 28.45K |
| Q4 2017 | share | Increase | +17.87% | 3.88K shares | 331K | $71.01 | 25.63K |
| Q3 2017 | share | Increase | 0.00% | 21.74K shares | 1.82M | $70.15 | 21.74K |