B. Riley Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
+11,265
| New | +$1.33M | 0.06% | 275 |
|
|
2024
Q4 | $7.37M | Sell |
68,370
-3,299
| -5% | -$355K | 0.24% | 90 |
|
|
2024
Q3 | $8.28M | Sell |
71,669
-3,933
| -5% | -$454K | 0.23% | 92 |
|
|
2024
Q2 | $7.58M | Sell |
75,602
-8,469
| -10% | -$849K | 0.19% | 107 |
|
|
2024
Q1 | $7.42M | Buy |
84,071
+3,125
| +4% | +$276K | 0.2% | 110 |
|
|
2023
Q4 | $7.85M | Sell |
80,946
-3,125
| -4% | -$303K | 0.21% | 105 |
|
|
2023
Q3 | $7.42M | Buy |
84,071
+1,641
| +2% | +$145K | 0.2% | 110 |
|
|
2023
Q2 | $7.4M | Buy |
82,430
+79
| +0.1% | +$7.09K | 0.17% | 129 |
|
|
2023
Q1 | $7.94M | Buy |
82,351
+13,272
| +19% | +$1.28M | 0.21% | 104 |
|
|
2022
Q4 | $7.11M | Buy |
69,079
+3,833
| +6% | +$395K | 0.2% | 115 |
|
|
2022
Q3 | $6.07M | Buy |
65,246
+44,965
| +222% | +$4.18M | 0.18% | 124 |
|
|
2022
Q2 | $2.18M | Sell |
20,281
-19,660
| -49% | -$2.11M | 0.09% | 224 |
|
|
2022
Q1 | $4.46M | Buy |
39,941
+632
| +2% | +$70.6K | 0.15% | 148 |
|
|
2021
Q4 | $4.12M | Buy |
39,309
+13,222
| +51% | +$1.39M | 0.12% | 180 |
|
|
2021
Q3 | $2.55M | Buy |
26,087
+3,055
| +13% | +$298K | 0.08% | 277 |
|
|
2021
Q2 | $2.27M | Sell |
23,032
-2,049
| -8% | -$202K | 0.07% | 306 |
|
|
2021
Q1 | $2.42M | Buy |
25,081
+13,576
| +118% | +$1.31M | 0.09% | 272 |
|
|
2020
Q4 | $1.05M | Sell |
11,505
-12,096
| -51% | -$1.11M | 0.06% | 310 |
|
|
2020
Q3 | $2.06M | Sell |
23,601
-6,550
| -22% | -$571K | 0.11% | 194 |
|
|
2020
Q2 | $2.41M | Buy |
30,151
+2,278
| +8% | +$182K | 0.16% | 145 |
|
|
2020
Q1 | $2.26M | Buy |
27,873
+12,486
| +81% | +$1.01M | 0.19% | 124 |
|
|
2019
Q4 | $1.41M | Buy |
15,387
+1,933
| +14% | +$177K | 0.12% | 194 |
|
|
2019
Q3 | $1.29M | Buy |
13,454
+1,131
| +9% | +$109K | 0.13% | 184 |
|
|
2019
Q2 | $1.09M | Buy |
12,323
+905
| +8% | +$80.1K | 0.12% | 193 |
|
|
2019
Q1 | $1.02M | Sell |
11,418
-103
| -0.9% | -$9.24K | 0.13% | 179 |
|
|
2018
Q4 | $996K | Buy |
11,521
+1,978
| +21% | +$171K | 0.14% | 155 |
|
|
2018
Q3 | $764K | Buy |
9,543
+1,188
| +14% | +$95.1K | 0.09% | 237 |
|
|
2018
Q2 | $661K | Sell |
8,355
-569
| -6% | -$45K | 0.09% | 254 |
|
|
2018
Q1 | $692K | Sell |
8,924
-6,772
| -43% | -$525K | 0.1% | 226 |
|
|
2017
Q4 | $1.32M | Buy |
15,696
+1,763
| +13% | +$148K | 0.18% | 140 |
|
|
2017
Q3 | $1.17M | Buy |
13,933
+1,013
| +8% | +$85K | 0.19% | 126 |
|
|
2017
Q2 | $1.08M | Buy |
12,920
+365
| +3% | +$30.5K | 0.2% | 136 |
|
|
2017
Q1 | $1.03M | Sell |
12,555
-1,946
| -13% | -$160K | 0.21% | 125 |
|
|
2016
Q4 | $1.13M | Sell |
14,501
-2,485
| -15% | -$193K | 0.23% | 113 |
|
|
2016
Q3 | $1.02M | Sell |
16,986
-418
| -2% | -$25.1K | 0.2% | 132 |
|
|
2016
Q2 | $1.13M | Sell |
17,404
-266
| -2% | -$17.3K | 0.23% | 115 |
|
|
2016
Q1 | $1.08M | Sell |
17,670
-1,114
| -6% | -$67.9K | 0.25% | 98 |
|
|
2015
Q4 | $1.34M | Buy |
18,784
+4,229
| +29% | +$302K | 0.27% | 100 |
|
|
2015
Q3 | $1.05M | Buy |
14,555
+4,281
| +42% | +$308K | 0.25% | 104 |
|
|
2015
Q2 | $726K | Sell |
10,274
-7,098
| -41% | -$502K | 0.18% | 154 |
|
|
2015
Q1 | $1.33M | Sell |
17,372
-10,972
| -39% | -$842K | 0.32% | 73 |
|
|
2014
Q4 | $12.7K | Buy |
28,344
+13,141
| +86% | +$5.89K | 0.27% | 70 |
|
|
2014
Q3 | $1.14M | Sell |
15,203
-17,167
| -53% | -$1.28M | 0.3% | 77 |
|
|
2014
Q2 | $1.16M | Buy |
32,370
+14,916
| +85% | +$537K | 0.27% | 69 |
|
|
2014
Q1 | $1.24M | Buy |
17,454
+1,048
| +6% | +$74.6K | 0.38% | 54 |
|
|
2013
Q4 | $1.13M | Sell |
16,406
-133
| -0.8% | -$9.18K | 0.36% | 62 |
|
|
2013
Q3 | $1.1M | Sell |
16,539
-539
| -3% | -$36K | 0.38% | 59 |
|
|
2013
Q2 | $1.15M | Buy |
+17,078
| New | +$1.15M | 0.39% | 54 |
|