REGENT PEAK WEALTH ADVISORS LLC – Duke Energy Corporation Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$310,000
portfolio value
REGENT PEAK WEALTH 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 | +8.88% | 272 shares | -18K | $93.02 | 3.33K |
| Q2 2022 | share | Increase | +1.42% | 43 shares | -9K | $107.21 | 3.06K |
| Q1 2022 | share | Increase | +2.13% | 63 shares | 27K | $111.66 | 3.02K |
| Q4 2021 | share | Increase | +1.48% | 43 shares | 26K | $104.79 | 2.95K |
| Q3 2021 | share | Increase | +0.80% | 23 shares | -20K | $96.65 | 2.91K |
| Q2 2021 | share | Increase | +9.13% | 242 shares | 49K | $96.87 | 2.89K |
| Q1 2021 | share | Increase | +2.44% | 63 shares | 18K | $93.84 | 2.65K |
| Q4 2020 | share | Increase | +3.15% | 79 shares | 15K | $88.07 | 2.58K |
| Q3 2020 | share | Increase | 0.00% | 2.50K shares | 222K | $84.32 | 2.50K |