SRS CAPITAL ADVISORS, INC. – Duke Energy Corporation Transaction History
SRS CAPITAL ADVISORS, INC. portfolio value:
$166,000
portfolio value
SRS CAPITAL ADVISORS, INC. 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 | +13.46% | 212 shares | -3K | $93.02 | 1.78K |
| Q2 2022 | share | Increase | +1.29% | 20 shares | -5K | $107.21 | 1.57K |
| Q1 2022 | share | Increase | +2.24% | 34 shares | 14K | $111.66 | 1.55K |
| Q4 2021 | share | Increase | +1.67% | 25 shares | 14K | $104.79 | 1.52K |
| Q3 2021 | share | Increase | +1.22% | 18 shares | 0 | $96.65 | 1.49K |
| Q2 2021 | share | Increase | +3.00% | 43 shares | 15K | $96.87 | 1.47K |
| Q4 2020 | share | Decrease | -1.71% | -25 shares | 2K | $88.07 | 1.43K |
| Q3 2020 | share | Increase | +0.55% | 8 shares | 13K | $84.32 | 1.46K |
| Q2 2020 | share | Increase | +0.55% | 8 shares | -1K | $75.19 | 1.45K |
| Q1 2020 | share | Decrease | -32.68% | -701 shares | -79K | $75.26 | 1.44K |
| Q4 2019 | share | Increase | +0.70% | 15 shares | -8K | $84.07 | 2.14K |
| Q3 2019 | share | Increase | +0.66% | 14 shares | 17K | $87.42 | 2.13K |
| Q4 2018 | share | Decrease | -26.24% | -742 shares | -46K | $76.25 | 2.08K |
| Q3 2018 | share | Decrease | -4.88% | -145 shares | -9K | $69.95 | 2.82K |
| Q2 2018 | share | Increase | +0.75% | 22 shares | 7K | $68.35 | 2.97K |
| Q1 2018 | share | Decrease | -17.75% | -637 shares | -73K | $66.16 | 2.95K |
| Q4 2017 | share | Increase | +6.25% | 211 shares | 18K | $71.01 | 3.58K |
| Q3 2017 | share | Increase | +4.00% | 130 shares | 12K | $70.15 | 3.37K |
| Q2 2017 | share | Increase | +4.27% | 133 shares | 16K | $69.16 | 3.24K |
| Q1 2017 | share | Increase | +3.08% | 93 shares | 21K | $67.16 | 3.11K |
| Q4 2016 | share | Increase | 0.00% | 3.02K shares | 234K | $62.86 | 3.02K |