JEPPSON WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$1.14M
portfolio value
JEPPSON WEALTH MANAGEMENT, 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 | Decrease | -0.49% | -60 shares | -180K | $93.02 | 12.26K |
| Q2 2022 | share | Increase | +17.16% | 1.80K shares | 147K | $107.21 | 12.32K |
| Q1 2022 | share | Decrease | -1.23% | -131 shares | 57K | $111.66 | 10.51K |
| Q4 2021 | share | Decrease | -1.66% | -180 shares | 61K | $104.79 | 10.64K |
| Q3 2021 | share | Increase | +0.23% | 25 shares | -10K | $96.65 | 10.82K |
| Q2 2021 | share | Decrease | -0.92% | -100 shares | 14K | $96.87 | 10.80K |
| Q1 2021 | share | Increase | +10.15% | 1.00K shares | 146K | $93.84 | 10.90K |
| Q4 2020 | share | Increase | +5.88% | 550 shares | 78K | $88.07 | 9.89K |
| Q3 2020 | share | Increase | 0.00% | 9.34K shares | 828K | $84.32 | 9.34K |