REGAL INVESTMENT ADVISORS LLC – Duke Energy Corporation Transaction History
REGAL INVESTMENT ADVISORS LLC portfolio value:
$3.12M
portfolio value
REGAL INVESTMENT 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 | Decrease | -1.23% | -420 shares | -522K | $93.02 | 33.60K |
| Q2 2022 | share | Increase | +0.23% | 78 shares | -143K | $107.21 | 34.02K |
| Q1 2022 | share | Increase | +8.91% | 2.77K shares | 521K | $111.66 | 33.94K |
| Q4 2021 | share | Increase | +0.80% | 248 shares | 252K | $104.79 | 31.16K |
| Q3 2021 | share | Increase | +3.08% | 923 shares | 57K | $96.65 | 30.92K |
| Q2 2021 | share | Increase | 0.00% | 29.99K shares | 2.96M | $96.87 | 29.99K |
| Q1 2021 | share | Decrease | -100.00% | -37.13K shares | -3.4M | $93.84 | 0 |
| Q4 2020 | share | Increase | 0.00% | 37.13K shares | 3.4M | $88.07 | 37.13K |
| Q1 2020 | share | Decrease | -100.00% | -40.59K shares | -3.70M | $75.26 | 0 |
| Q4 2019 | share | Decrease | -5.87% | -2.52K shares | -431K | $84.07 | 40.59K |
| Q3 2019 | share | Decrease | -5.05% | -2.29K shares | 126K | $87.42 | 43.11K |
| Q2 2019 | share | Decrease | -4.55% | -2.16K shares | -275K | $79.63 | 45.41K |
| Q2 2019 | call | Decrease | -100.00% | -400 shares | -36K | $79.63 | 0 |
| Q1 2019 | call | Increase | 0.00% | 400 shares | 36K | $80.36 | 400 |
| Q1 2019 | share | Increase | +0.94% | 442 shares | 215K | $80.36 | 47.57K |
| Q4 2018 | share | Increase | +2.05% | 948 shares | 371K | $76.25 | 47.13K |
| Q3 2018 | share | Increase | +82.83% | 20.92K shares | 1.69M | $69.95 | 46.18K |
| Q2 2018 | share | Decrease | -41.33% | -17.79K shares | -1.33M | $68.35 | 25.26K |
| Q1 2018 | share | Increase | +10.72% | 4.16K shares | 65K | $66.16 | 43.05K |
| Q4 2017 | share | Decrease | -0.64% | -252 shares | -14K | $71.01 | 38.89K |
| Q3 2017 | share | Increase | +15.40% | 5.22K shares | 450K | $70.15 | 39.14K |
| Q2 2017 | share | Increase | +9.43% | 2.92K shares | 293K | $69.16 | 33.91K |
| Q1 2017 | share | Increase | +11.69% | 3.24K shares | 388K | $67.16 | 30.99K |
| Q4 2016 | share | Decrease | -3.72% | -1.07K shares | -153K | $62.86 | 27.75K |
| Q3 2016 | share | Decrease | -3.27% | -975 shares | -250K | $64.08 | 28.82K |
| Q2 2016 | share | Decrease | -10.75% | -3.59K shares | -137K | $67.99 | 29.8K |
| Q1 2016 | share | Decrease | -3.03% | -1.04K shares | 236K | $63.26 | 33.39K |