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B. Riley Wealth Advisors’s Duke Energy DUK Stock Holding History

B. Riley Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
10,151
+519
+5% +$65.5K 0.07% 251
2026
Q1 		$1.27M Sell
9,632
-1,472
-13% -$184K 0.08% 239
2025
Q4 		$1.3M Buy
11,104
+14
+0.1% +$1.71K 0.06% 292
2025
Q3 		$1.37M Sell
11,090
-175
-2% -$21.2K 0.06% 281
2025
Q2 		$1.33M Buy
+11,265
New +$1.33M 0.06% 285
2024
Q4 		$7.37M Sell
68,370
-3,299
-5% -$374K 0.24% 90
2024
Q3 		$8.28M Sell
71,669
-3,933
-5% -$438K 0.23% 92
2024
Q2 		$7.58M Sell
75,602
-8,469
-10% -$847K 0.19% 107
2024
Q1 		$7.42M Buy
84,071
+3,125
+4% +$296K 0.2% 110
2023
Q4 		$7.85M Sell
80,946
-3,125
-4% -$284K 0.21% 105
2023
Q3 		$7.42M Buy
84,071
+1,641
+2% +$150K 0.2% 110
2023
Q2 		$7.4M Buy
82,430
+79
+0.1% +$7.46K 0.17% 129
2023
Q1 		$7.94M Buy
82,351
+13,272
+19% +$1.31M 0.21% 104
2022
Q4 		$7.11M Buy
69,079
+3,833
+6% +$368K 0.2% 115
2022
Q3 		$6.07M Buy
65,246
+44,965
+222% +$4.83M 0.18% 124
2022
Q2 		$2.17M Sell
20,281
-19,660
-49% -$2.16M 0.09% 224
2022
Q1 		$4.46M Buy
39,941
+632
+2% +$65.6K 0.15% 148
2021
Q4 		$4.12M Buy
39,309
+13,222
+51% +$1.34M 0.12% 180
2021
Q3 		$2.55M Buy
26,087
+3,055
+13% +$316K 0.08% 277
2021
Q2 		$2.27M Sell
23,032
-2,049
-8% -$206K 0.07% 306
2021
Q1 		$2.42M Buy
25,081
+13,576
+118% +$1.24M 0.09% 272
2020
Q4 		$1.05M Sell
11,505
-12,096
-51% -$1.12M 0.06% 310
2020
Q3 		$2.06M Sell
23,601
-6,550
-22% -$540K 0.11% 194
2020
Q2 		$2.41M Buy
30,151
+2,278
+8% +$192K 0.16% 145
2020
Q1 		$2.25M Buy
27,873
+12,486
+81% +$1.15M 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% +$103K 0.13% 184
2019
Q2 		$1.09M Buy
12,323
+905
+8% +$80K 0.12% 193
2019
Q1 		$1.02M Sell
11,418
-103
-0.9% -$9.08K 0.13% 179
2018
Q4 		$996K Buy
11,521
+1,978
+21% +$168K 0.14% 155
2018
Q3 		$764K Buy
9,543
+1,188
+14% +$96.1K 0.09% 237
2018
Q2 		$661K Sell
8,355
-569
-6% -$43.8K 0.09% 254
2018
Q1 		$692K Sell
8,924
-6,772
-43% -$523K 0.1% 226
2017
Q4 		$1.32M Buy
15,696
+1,763
+13% +$154K 0.18% 140
2017
Q3 		$1.17M Buy
13,933
+1,013
+8% +$86.7K 0.19% 126
2017
Q2 		$1.08M Buy
12,920
+365
+3% +$30.7K 0.2% 136
2017
Q1 		$1.03M Sell
12,555
-1,946
-13% -$155K 0.21% 125
2016
Q4 		$1.13M Sell
14,501
-2,485
-15% -$190K 0.23% 113
2016
Q3 		$1.02M Sell
16,986
-418
-2% -$34.6K 0.2% 132
2016
Q2 		$1.13M Sell
17,404
-266
-2% -$21.3K 0.23% 115
2016
Q1 		$1.08M Sell
17,670
-1,114
-6% -$84.3K 0.25% 98
2015
Q4 		$1.34M Buy
18,784
+4,229
+29% +$297K 0.27% 100
2015
Q3 		$1.05M Buy
14,555
+4,281
+42% +$310K 0.25% 104
2015
Q2 		$726K Sell
10,274
-7,098
-41% -$536K 0.18% 154
2015
Q1 		$1.33M Sell
17,372
-10,972
-39% -$891K 0.32% 73
2014
Q4 		$12.7K Buy
28,344
+13,141
+86% +$1.06M 0.27% 70
2014
Q3 		$1.14M Sell
15,203
-17,167
-53% -$1.25M 0.3% 77
2014
Q2 		$1.16M Buy
32,370
+14,916
+85% +$1.07M 0.27% 69
2014
Q1 		$1.24M Buy
17,454
+1,048
+6% +$73.1K 0.38% 54
2013
Q4 		$1.13M Sell
16,406
-133
-0.8% -$9.31K 0.36% 62
2013
Q3 		$1.1M Sell
16,539
-539
-3% -$36.8K 0.38% 59
2013
Q2 		$1.15M Buy
+17,078
New +$1.21M 0.39% 54

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

B. Riley Wealth Advisors's DUK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Duke Energy (DUK) stake by 5.4% in Q2 2026, buying an estimated $65.5K and bringing the position to 10,151 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #251.

B. Riley Wealth Advisors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.28M in Q3 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • B. Riley Wealth Advisors held 10,151 shares of Duke Energy worth $1.3M as of Q2 2026.
  • B. Riley Wealth Advisors bought 519 Duke Energy shares in Q2 2026, an estimated $65.5K.
  • Duke Energy made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • B. Riley Wealth Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Duke Energy position peaked at $8.28M in Q3 2024.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.