CREWE ADVISORS LLC – Duke Energy Corporation Transaction History
CREWE ADVISORS LLC portfolio value:
$519,000
portfolio value
CREWE 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 | +2.65% | 144 shares | -64K | $93.02 | 5.58K |
| Q2 2022 | share | Increase | +14.27% | 679 shares | 52K | $107.21 | 5.43K |
| Q1 2022 | share | Increase | +7.89% | 348 shares | 68K | $111.66 | 4.75K |
| Q4 2021 | share | Increase | +2.11% | 91 shares | 41K | $104.79 | 4.41K |
| Q3 2021 | share | Increase | +0.77% | 33 shares | -1K | $96.65 | 4.32K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $96.87 | 4.28K | |
| Q1 2021 | share | 0.00% | 0 shares | 21K | $93.84 | 4.28K | |
| Q4 2020 | share | Decrease | -1.70% | -74 shares | 7K | $88.07 | 4.28K |
| Q3 2020 | share | Increase | +1.73% | 74 shares | 44K | $84.32 | 4.36K |
| Q2 2020 | share | Increase | +5.96% | 241 shares | 15K | $75.19 | 4.28K |
| Q1 2020 | share | 0.00% | 0 shares | -42K | $75.26 | 4.04K | |
| Q4 2019 | share | 0.00% | 0 shares | -19K | $84.07 | 4.04K | |
| Q3 2019 | share | Decrease | -0.12% | -5 shares | 31K | $87.42 | 4.04K |
| Q2 2019 | share | 0.00% | 0 shares | -8K | $79.63 | 4.05K | |
| Q1 2019 | share | Increase | +0.12% | 5 shares | 16K | $80.36 | 4.05K |
| Q4 2018 | share | 0.00% | 0 shares | 25K | $76.25 | 4.04K | |
| Q3 2018 | share | Increase | +2.95% | 116 shares | 13K | $69.95 | 4.04K |
| Q2 2018 | share | 0.00% | 0 shares | 7K | $68.35 | 3.93K | |
| Q1 2018 | share | 0.00% | 0 shares | -27K | $66.16 | 3.93K | |
| Q4 2017 | share | Increase | 0.00% | 3.93K shares | 331K | $71.01 | 3.93K |