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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
2025
Q2 		– Sell
-38,104
Closed -$4.65M – 1124
2025
Q1 		$4.65M Buy
+38,104
New +$4.34M 0.14% 165

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 53 quarters since. The position peaked at $12.7M in Q4 2014. 2,481 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 53 quarters since.
  • B. Riley Wealth Advisors's Duke Energy position peaked at $12.7M in Q4 2014.
  • 2,481 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.